Access Permissions for a Team Member

Access Permissions

Staff are assigned access permissions based on their Role.  These can be adjusted to allow each member's access as required.

Permissions Required

To access and manage permissions for My Team, the following permissions are required:

• Access to All Account Settings
  (Default setting for Business Admins only) 
  If you need to adjust these settings, contact your administrator to either change permissions for a team member or request a higher level of access for yourself.

Checking/Setting Permissions for a Team Member

Each team member is assigned default permissions based on their role. For more detailed information on permissions, refer to the article on Permissions.

In some cases, you may want to customise or restrict permissions for specific team members. For example, you could grant a receptionist permission to manage rosters or limit a doctor’s access to client contact information.

How to Modify Permissions for a Team Member

To check or update a team member's permissions, follow these steps:

1. Navigate to Account > Staff Access.
2. Find the relevant team member and click the three horizontal lines menu under Actions.
3. Select Access.
4. From the left-hand menu, choose the category you wish to view, or scroll down to see all options.
5. Check or uncheck the custom settings you wish to modify.
6. To revert to the default settings for the team member's role (e.g., Admin, Reception, Operator), select Load Default.
7. Click Save to apply your changes.
    

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