Setting Access Levels

1 From the Manager screen, choose “Users” and then “Settings.”

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2 Either add a new user or locate the employee you want to edit and press “Edit User.”

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3 Scroll down to “User Access Levels” and choose the access level desired by checking its box. Then click “Save.”

Tip: There are little buttons with question marks on them next to each roll.  Click on them to see a description.

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Or create a custom access role by clicking the “Advanced” link under “Custom Roles.”

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Make a “Role Name” and check the box next to whatever tasks the role should have access to.

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Once you have clicked “Save” do not forget to check off the box next to the newly created role to attach the User to it. Then click “Save.”