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User Permissions (Staff)

For general information on managing user permissions, please read our Admin user permissions article.

Staff

 

After the Staff module is enabled for a user, you can grant the following permissions:

Basic

  • Edit: Permission to edit information within the Staff module (i.e. staff profile data).
  • Admin: Permission to access the Admin settings for the Staff module (i.e. access to the "Staff" tab within the Admin settings page and all the settings therein.)
  • Delete and merge: Permission to delete and merge staff profile pages.

Financial

  • Staff charges read: Permission to read the "Charges" on the Staff profile page.
  • Staff charges edit: Permission to edit to the "Charges" on the Staff profile page (note: the user must also have the "Staff charges read" permission granted in order to be able edit charges.)

Staff Notes

  • Admin: Permission to create + manage notes categories in the Staff module, and designate which users have access to view and create notes in those categories.
    • To allow an admin user to view notes on your staff profiles, go to Admin > Staff tab > Notes > edit the appropriate Notes category > Select this admin user > Edit category > Save changes.

Salary

  • Read: Permission to read the "Salary" information on the Staff profile page.
  • Edit: Permission to edit to the "Salary" information on the Staff profile. (note: the user must also have the Salary "Read" permission granted in order to be able to then edit this information.)

Application + interview

  • Read: Permission to read the "Application" and "Interview" information on the Staff profile page.
  • Edit: Permission to edit to the "Application" and "Interview" information on the Staff profile page. (note: the user must also have the Application + Interview "Read" permission granted in order to be able to edit application + interview information.)

Advanced Reports

  • View + manage Advanced reports: Permission to access the Staff advanced reports page (i.e. create and save reports; manage advanced report categories).
  • Send e-mail from Advanced reports: Permission to send a mass e-mail to everyone generated in a Staff advanced report.
  • Export spreadsheets from Advanced reports: Permission to download data from a Staff advanced report as a spreadsheet.
  • Mass field editing in Advanced reports: Permission to use the "Edit" button in the Staff advanced report toolbar to mass edit staff profile data.
  • Send text message from Advanced reports: Permission to send a mass text message to every staff person generated in a Staff advanced report.
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