Getting Started
By default, only people with Administrator access will have the Depot Group Acces permission turned on.
Depot groups allow you to split your organisation into groups and control the access of employees to each portion. This accommodates businesses that have a large number of depots but office staff who only schedule or need access to a small number of them.
By default, everyone has access to all depot groups, and that must be first turned off per person. This will allow organisations that do not use depot groups to continue on.
Whats restricted?
When an employee is restricted to particular depots they will only be able to see the resources, people and data assigned to the depots included in the depot group.
This includes:
Depots
Reporting Data
Equipment
Sites
Assets
Bookings
Leave
Kit
People
Vehicles
Blocklists
Access to Clients has not changed at this stage and will follow the existing territory rules.
How to turn on Depot Group Access
Only workers with Administrator and Manager level access are able to grant permissions.
Navigate to Admin
Select Access levels on top tab bar
Choose an employee whose access you'd like to change
Toggle on Depot Group Access
Save
Creating Depot Groups
Only workers with Depot Group Access have the ability to change people's depot group and create and edit depot groups.
A depot group can contain one or more depots.
A depot can be included in many depot groups.
How to create a depot group
Navigate to My Company
Select Depot Groups on top tab bar
Click + New
Name your depot group
From the Depots drop-down, attach the depots you want in this group
Save
Managing employee's depot group access
Only employees with the access level office staff and above will be displayed in the depot group person interface. Employees will always have access to the depot in which they reside.
A person with Depot group access will always have access to all depot groups, and will be denoted by a green cog, rather than a green tick
How to manage an employees depot group access
Navigate to My Company
Select Depot Group People in the top tb bar
By default, employees have access to all depot groups. Untick the Access all depots column
Tick the depots' groups you'd like the employee to have access to and untick the others
Save
