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User Access Permissions: Settings

Learn how to configure a set of user permissions for your employees to access Settings

Amalia avatar
Written by Amalia
Updated over 2 weeks ago
  • General ー allows accessing General Settings (name, logo, company details, accounting, IP Whitelist)

Employees

  • Employees — allows accessing the Settings > Employees page.

  • Can view employees list — allows accessing the list of all employees in the company on the Settings > Employees page.

  • Can invite employees — allows inviting employees to access the account.

  • Can add employees — allows adding new employees.

  • Can edit employee profile — allows editing employee profiles.

    • Can edit General tab — allows editing employee’s general information.

    • Can edit Access tab — allows setting up employee’s access to locations, accounts, and warehouses.

    • Can edit Balance tab — allows operating employee’s balance.

      • Can view employee’s balance — allows accessing the current balance of employees.

      • Can adjust employee’s balance — allows adjusting employee’s balance.

    • Can view payroll calculation rules — allows accessing the “Payroll Calculation Rules” tab in the employee profile and configuring it.

    • Can view other employees' compensation — allows accessing the “Compensation” tab in the profiles of other employees and configuring it.

  • Can delete employees — allows deleting employees.

  • Roles — allows accessing the Settings > Employees > Roles page.

    • Can view roles — allows viewing employee roles.

    • Can create roles — allows creating new employee roles.

    • Can edit roles — allows editing and configuring roles.

    • Can delete roles — allows deleting roles.

Payroll calculation rules

  • Can view rules — allows accessing all existing payroll rules in the company on the Settings > Employees > Payroll calculation rules page.

  • Can create rules — allows creating new payroll rules.

  • Can edit rules — allows editing payroll rules.

  • Can apply rules to employees — allows applying payroll rules to employees.

  • Can delete rules — allows deleting payroll rules.

  • Locations ー allows accessing location settings (title, address, working hours, numbering templates, employee access) and location resources. Adding new and removing locations.

  • Warehouses — allows accessing Product Warehouse settings and Asset Warehouse settings (creating, editing, and removing warehouses, enabling/disabling bin locations).

  • Statuses ー allows accessing status settings for Work Orders and Leads (status transfer rules, status time limits, etc.).

  • Tags ー allows editing, merging, or removing the existing tags and viewing tag using the counter on the Settings > Tags page.

  • External notifications — access to automatic notification settings (SMS, Email for clients) on the “Settings > External notifications” page.

  • Internal notifications — access to automatic notification settings (SMS, Email, and Telegram for employees) on the “Settings > Internal notifications” page.

  • Chats ー allows setting up and connecting channels on the Settings > Chats page.

    • Can view, create, and edit channels ー is a permission to create channels, see, and edit them.

    • Can view and edit channels created by other employees ー is a permission to view and edit all channels, even if other employees created them.

  • Telephony—access call transcription settings, call automations settings, and integration connections on the “Settings > Telephony” page.

  • Directories ー allows accessing multi-level Assets Directory settings and Custom Directory settings.

  • Forms editor ー allows accessing Work Order Form settings, Lead Form settings, Client Form settings, Product Form settings, and Asset Form settings (user access permission to add, edit, remove fields, set fields as “required”, set the initial status, create new Work Order types, and new Lead types).

  • Print templates ー allows accessing Print templates settings (for Work Orders, Sales, Invoices, Labels, and Price tags).

  • Public pages — access to public page settings on the Settings > Public pages page.

  • Prices and discounts ー allows accessing product price settings (repair price, store price) and discount settings on the Settings > Prices and discounts page.

  • Finance – access to tax and accounting settings.

  • Taxes

  • Rounding - access to the rounding settings in documents.

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