Page-level permissions
A driver should see their job list, not your margins. Permissions are set per page, so staff log in to a system that shows them their work and nothing more.
How it works
How page-level permissions works
01
Open staff
Go to Staff under Administration, where roles and the pages attached to them are managed together.
02
Set page access
While creating or editing a role, assign page permissions. A driver role, for example, gets the Driver Job page and nothing beyond it.
03
Set the actions
For each page, control view, add, edit, and delete separately, so a role can read a screen without being able to change what is on it.
04
Assign and verify
Give a staff member the role and log in as them to confirm. Restricted pages are not just disabled, they are not shown.
More in Control & access
Run a multi-user operation safely
Common questions
Questions about this feature
Yes. Access is granted page by page, so a floor role can be given inventory and packing while invoices, revenue reporting, and administration stay out of view entirely.
Yes. View is a separate permission from add, edit, and delete, so a role can be given visibility of a screen without any ability to change what is on it.
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