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Setting an Employee's Access Level and Permissions
Setting an Employee's Access Level and Permissions

This article goes over how to set your employees Access level and permissions.

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Written by Shenai
Updated over a week ago

Depending on an employee's job title, they may need to be granted a different Access Level and Permissions, enabling them to access more features than others. If you need an employee to have acAccesso use the web app version of Traffio, follow the instructions below

Getting Started

To be able to change a persons access level or permissions to Toange an Employee' Access Level or permissions, you must have a Manager or Administrator access level.

Roles

There are four types of roles in Traffio.

By default, when created, all users are set as Field worker.

Field worker

The field worker is the default role that a new user is set to. The field worker role only has access to the Traffio App. This role is for the employees receiving shifts.

Office Staff

Office staff have access the web browser and can create bookings, add people, view Clients and can have acAccesso billing functions, depending on their permissions. Office staff do not have acAccesso change access levels and permissions.

This includes:

  • Creating bookings

  • Creating people

  • Creating clients

Manager

Managers have Access the web browser and the general abilities similar to office staff members. Managers however, have the ability to change portal configurations, grant other employees permissions and change access levels as well as branding.

Administrators

Administrators have the highest level of access and permissions. As an Administrators, people can log into the web app, create bookings, give access and permissions to other employees, change portal configurations, change branding and view the estimated revenue report.

Changing a user's access level

  1. Navigate to the People tab

  2. Select the Person whose access you want to change

  3. Click the Access levels button in the profile overview.

  4. Select the Role

  5. Toggle On or Off permissions

  6. Update

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