Managing User Permissions

Step 1
Click on "Organisation" in the left hand menu to view your organisational settings.

Step 2
Select "Users" to manage team member access.

Step 3
View information about your existing users, such as their role and what Locations they have access to.

Step 4
Click on the user's email address to continue editing this user.

Step 5
This will bring out a side panel where you can remove or elevate role permissions.

Step 6
Use the Organisation Role dropdown to change the user's role, e.g. changing this user's role to 'Read Only'.

Step 7
Click "Save" to apply the new permission settings.

Step 8
Exit the side panel once you're done.

Step 9
See the user's role here to confirm the change.

Step 10
Click on the user's email address to manage their location access.

Step 11
Choose the Locations the user can access. You can see the Locations this user can currently access listed here.

Step 12
Use the 'X' button to remove access for that Location.

Step 13
Or add new Locations for the user to access using the 'Add a location' dropdown.

Step 14
Select from the list of Locations that exist in your Organisation.

Step 15
Click "Add" to confirm the changes.