Permissions
It's all about giving the right people the right access. In this article we'll explain how to customize user permissions to make your platform work just the way you want. Let's make user management and data security a breeze together!
Please note that Permissions are all company-wide settings, so when you make a change here, it will apply across all users and locations.
Navigate to your settings in the upper right corner of the screen and hit 'Company settings.'
Click on 'Permissions'
You will find a list where settings for Files, Snaps and Forms may be set. For example, you can set up what roles - if any - may delete files and snaps. Handy as you may want to give just a few people the permission to correct errors (and avoid others from accidentally causing issues).
Teams based access permissions
All above permissions can be combined with Team based permissions. That is, you can limit a user to have access only to one or more specific teams, rather than company-wide information.
In order to set permissions:
Navigate to your settings in the upper right corner of the screen and hit 'Teams, Devices & Users'.
Click on 'Users'
Select the user name
Locate the area “Has permission for locations"
Select those locations the user should have access to
Don’t forget to click "Save changes"
Do remember that a SuperAdmin has all the permissions to make changes. Limiting access to certain locations can thus be undone by the SuperAdmin him/herself.
Note: Users can also filter their own view of the information they see. This can be useful in cases where not all information needs to be hidden. See: filter by team.