Help CenterWhat is a User Type?
A User Type defines the level of access a user has within the system. It dictates what a user can see and do. For example, an "Admin" user typically has broad access, including viewing others' schedules and jobs, whereas a "Staff" user has more restricted access.
The system defines four distinct user types:
-
Admin
Full access to the system. Can manage users, settings, data, and perform all actions. -
Sub Admin
Has high-level access but limited compared to Admin. Can manage and oversees activity within own department -
Staff
Operational-level user. Can perform daily tasks such as managing jobs, updating records, and submitting forms. -
Associate User
Has the most limited access. Typically used for external users or partners. Can view or submit only assigned data or tasks.
User Type Default Access
Basic:
Advanced:
Notes
-
*Depends on system setting. -
**Only within department. -
***Can only view data they created or that is assigned to them. -
(x)For “Staff – Desktop Access”, this indicates conditional or very limited access, or specific restrictions apply.
What is the difference between Default, Allow Access, and Block Access on User Account Customization ?
|
Default |
Based on the system’s default settings for different account types: Admin - Can create anything Subadmin - Can create items under their department/teams Staff - Cannot create Customer/Project/Job/Digital Form |
| Allow access | Users can create Customer/Project/Job/Digital Form for items that they are assigned to. |
| Block access | Users will not be able to create Customer/Project/Job/Digital Form under any circumstances. |
What is Staff Categories ?
Staff category refers to the department/team each staff can be placed in. After placing staff in different categories, you can easily assign tasks to teams, check staff’s schedules based on teams, assign Sub Admin to each team, etc
Important Notes:
-
A staff member can be part of more than one Staff Category.
-
Every staff member must be assigned to at least one Staff Category; they cannot be without one.
How to Manage Staff Categories
* To Manage Staff Categories:
-
Navigate to:
Company Settings>Staff Settings>Department/Team Settings>Staff Category.
** To edit the Staff Category for an individual staff member:
- Navigate to:
HR Suite>User List. - Find the specific user and click the blue pen icon next to their name.
- Make the necessary changes under the "Staff Category" section.
- Click "Submit" to save your changes.
*** Only the Desktop site and admins can manage staff settings
- Admin Access & Desktop Site can manage staff settings only
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