< Step 10: Add Users < 10-2 Restrict a user's access

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• You need to have completed section 10-1 Add Company Administrator before you begin

Step 1: How do I Restrict a Company Administrator's Access?
 

Tammy needs Janet to also be able to schedule work for the other sitters, and to create some invoices in her absence. However, she doesn't want her to be able to see the menu options for Users, Admin or Reports.

To change Janet's access, click on her email address "jan.dogzandcatz@gmail.com". to access the settings on her company administrator user role.

1. To set an Admin user's access rights, click on the user role "ADMIN" by their name.

For Further Help:

Users

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2. Toggle the switches ON and OFF so only for "Show Service Detail" and "Invoicing" are ON to restrict Janet's access to certain areas of the software, such as user management and reports. Click "Update" to save.

Congratulations! You have completed this stage.

To move forward to the next step, click the link below and then choose the next step:

< Step 10: Add Users < 10-2 Restrict a user's access

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