Setting Access Levels

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


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


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.


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



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


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.”