Users have different abilities depending on the teammate role they have in OfficeRnD.
A role is given in the Settings/My Account/Teammates tab. The process is described here.
The Role can be changed at any time by clicking on the cogwheel next to a teammate and selecting Edit.
User Permission Levels
The following table depicts the various user permission levels in a project:
Modules / Actions | Viewer | Reception | Center Manager | Owner |
---|---|---|---|---|
Dashboard | View | View | View | View |
Community | View | View | View / Add / Edit / Delete | View / Add / Edit / Delete |
Collaboration | View |
Tickets - Full Benefits - Add Others - View |
Full Access | Full Access |
Space | View | View | View / Add / Edit | View / Add / Edit / Delete |
Calendar | View | View / Add / Edit / Delete | View / Add / Edit / Delete | View / Add / Edit / Delete |
Billing - Plans, Resource rates, Amenities, Discounts | View | View | View / Add / Edit / Delete | View / Add / Edit / Delete |
One-off Fees | View | View / Add / Edit / Delete | View / Add / Edit / Delete/ | View / Add / Edit / Delete/Approve |
Contracts | View | View | View / Add as Draft | View / Approve / Add / Edit / Delete |
Edit, Delete, Void Invoices | ✓ | ✓ | ||
Manage Billing Settings | ✓ | |||
Settings / Manage account | ✓ | |||
Orders |
View |
View |
View / Add / Change Status |
View / Add / Change Status |
Goods |
View |
View |
View / Add / Edit |
View / Add / Edit / Delete |
Stores |
View |
View |
View / Add / Edit |
View / Add / Edit / Delete |
Order Settings |
- |
- |
- |
View/Edit |
Reports |
View |
View |
View |
View |
Analytics |
View |
View |
View |
View |
You can choose to disable access to different modules for each of the permission levels when adding the teammate, or by editing their role.
A Teammate can be removed by going to Settings/My Account/Teammates tab, clicking on the cogwheel on the right side of their Role, and selecting Delete. This will remove the teammate's admin permissions, but their Member's profile will remain in the system and will not be changed in any other way.
Custom admin roles can be set up from Settings/My Account in the Permissions tab. More information about custom roles can be found here.
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