< All Users < How do I Change / Restrict the Options Available to a Company Administrator Role?

 

How do I change an administrator's access?

 

You can create administrator roles with restricted access to certain functionality that is not relevant for their role.

 

Navigation To change a password click ADMIN > USERS from the menu. 

 

Click on the email address of the administrator that you wish to change.

The menu options that can be restricted are:

 

1. User Management

2. Invoicing

3. Admin

4. Reports

 

You can restrict access to any – or all – of the above menu options by unchecking the options you do not want your specified user to access, in any combination.
 

1. User Management

 

  • By un-checking “User Management”, the specified admin user will not have access to functionality normally found under menu option ADMIN > USERS.

  • This prevents the specified admin user from controlling access right for themselves or for other users.

2. Invoicing

 

  • By un-checking “Invoicing”, the specified admin user will not have access to functionality normally found under menu option INVOICING.

  • This prevents the specified admin user from accessing bulk invoicing functionality and invoice related reports.

3. Admin

 

  • By un-checking “Admin”, the specified admin user will not have access to functionality normally found under menu option ADMIN

  •  

    This prevents the specified admin user from accessing any functionality normally associated with the configuration and setup of the system including the setup of services, pricing and compensation.

4. Reports

 

  • By un-checking “Reports”, the specified admin user will not have access to functionality normally found under menu option REPORTS.

  • This prevents the specified admin user from accessing any standard system reports.

  

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