A dashboard user can grant access to another dashboard user if *User Management Access is toggled on his/her profile.
To get to the User Access settings click on User in the main menu -> Dashboard Users -> open up the user profile in question -> click User Access.
If the buttons are toggled (blue), it will allow users access to view and/or edit modules.
View Dashboard - to view Dashboard
Add Projects/Clients - add/edit/delete projects and clients
Add Tasks/Assets - add/edit/delete certificates, assets, tasks/task groups
Documents - add/edit/delete documents
Skills Competencies - add/edit/delete skills/skills group, competencies and Inductions
Orders – add/edit/delete orders and allocations
View timesheets/Dockets - add/edit/delete timesheets and dockets
Add Users - add/edit/delete users
SMS - user can send/receive SMS in the system
View Reports - create and generate reports **This needs to be toggled in order to see the notification icons located on upper top left of the screen
Forms - create/edit/delete forms
Payroll - access payroll information
Invoices - view invoices
Charge Rates - view and edit charge rates
Pay Rates - view and edit pay rates
Chargeable Items - view and edit chargeable items on an order
Suppliers - add/edit/delete supplier information
*User Access Management - can grant or revoke User Access permissions to another Dashboard user (but only for modules/functions that they have access to themselves)
Settings - view and edit settings
Data Import - allow users to import data in Settings module
Edit Asset Ranking - view and edit asset ranking
Edit Supplier Ranking - view and edit supplier ranking
Webhooks - allow users to administer webhooks
**Scheduler - there is currently no option to disable this module for specific user
Insights - please contact your Customer Success Manager to get premium access, others click here on how to request access.
Form Results only - users only has access to the Form Results
Read Only - users only view screens in the modules as defined by the other toggle switches
Disable Tag Actions - users cannot add or delete tags in any modules.