How to Customize User Permissions

Overview

Users are staff members or users who you invite to use the software for your organization. You have the ability to edit their Access & Permissions to the software. For instance, some Users may have unlimited access while others is limited. An Admin position may have less permissions than your Director.  

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How to Customize User Permissions

How to Customize User Permissions

• Click Settings, then Users on the left hand side of the screen 
• Click the name of the User you want to edit
• At the bottom of the "General" tab you'll be asked to give the User a Role and what clients they should be able to see.
  *Note that choosing the Master role will allow this user to change permissions for all staff members
  **By selecting a role, certain permissions will be pre-selected in the Access & Permissions Tab, but can be changed

• Click on the "Access & Permissions" tab at the top of the page to further customize your user
• The first column will ask you for the type of actions your user will be able to complete in your account.
  *Note only a Master will be able to view "Process Payments", "Invite Users", and "Assign Permissions" 

• The second column will ask what features you want the user to have access to. 

If you have questions or would let to set up a training session, please reach out to us at customers@onestepsoftware.com