We’ve made updates to the staff access functions of our system – please see the categories below to read about what accesses they can gain when granted.
Each staff member can be granted one or a combo of the following main access levels and sub-access levels. Each level given allows that user to access different sections and reports along with other functionalities that might be limited to upper levels.
For example, someone with Customer Sales can only manage what customers they are assigned to but if also given Operations access, they can see and access other profiles that they are not assigned to.
Please note that you will see several access levels repeated across the main levels. It is assumed that whatever the highest access level the staff is granted they will have the ability to perform the actions from the lower levels for majority of those actions.