Preset User Roles

Created by One Step Support, Modified on Thu, 1 May at 11:41 AM by One Step Support

Overview

With Access and Permissions, you're able to pick and choose what your users can and can't do, but just in case you're looking for a shortcut we also have preset roles for you to choose from. Below are each of the roles laid out to allow you to see who can do what.

Permissions	Master	Team Leader	Team Member	Mentor
Create	Yes	Yes	Yes	Yes
Edit	Yes	Yes	Yes	Yes
Delete	Yes	Yes	No	No
Process Payments	Yes	No	No	No
Invite New Users	Yes	Yes	No	No
Assign Permissions	Yes	Yes	No	No
Export CSV	Yes	No	No	No
View sensitive information	Yes	No	No	Yes

Features	Master	Team Leader	Team Member	Mentor
Agenda	Yes	Yes	Yes	Yes
Client App Hub	Yes	Yes	Yes	Yes
Client Profile	Yes	Yes	Yes	Yes
CRM	Yes	No	No	No
Forms	Yes	Yes	Yes	No
Location Map	Yes	No	No	No
Med Logs	Yes	Yes	Yes	Yes
Meeting Locations	Yes	Yes	Yes	Yes
Messages	Yes	Yes	Yes	Yes
Newsfeed	Yes	Yes	Yes	Yes
Outcomes Dashboard	Yes	No	No	No
Payments Dashboard	Yes	No	No	No
Settings	Yes	Yes	Yes	Yes
Shift Reports	Yes	Yes	Yes	Yes
UA/BA	Yes	Yes	Yes	Yes
User Engagement	Yes	Yes	Yes	Yes

If you have questions or would let to set up a training session, please reach out to us at customers@onestepsoftware.com or call us at 912-455-3639.