Admins have the ability to customize and manage the screen access for sub-users, tailoring it to align with their specific roles and responsibilities.
To Get Started
- Log in to your account.
- Go to Settings > General > Admin.
- Double-click on the account for which you want to set screen access.
- Navigate to the Admin Subuser tab.
Before You Provide Screen Access
You can create a new account for the sub-user or edit the existing sub-user account.
- To create a new account, click on Add New and fill in the required details. Please refer Create an Admin Subuser account for more details.
- To edit the existing account click on the Edit
button.
To Provide Screen Access
- Navigate to the Screen Access tab.
- You can use the Add New or Copy From Group from the drop-down list to set or copy screen rights.
- You can use the Add New or Copy From Group from the drop-down list to set or copy screen rights.
Copy from group allows the user to duplicate the configuration from previously created groups so that, the user does not have to select the configuration again if he wants to grant the same access rights to the user.
Please Note: You will not be able to add new groups or copy rights from any existing groups if you are editing an existing account.
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- Select the Project for which you want to provide rights.
- Select the Module you wish to grant the sub-user access to.
- Based on the selected module, a corresponding list of submodules will appear. Please choose the Sub Module to which you would like to grant the sub-user access.
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- On the Screen tab, specify the appropriate permissions for the sub-user, choosing from options such as No access, View, Modify, or Add/Delete, based on their role and responsibilities.
- Click on the Save 💾 icon.
- On the Screen tab, specify the appropriate permissions for the sub-user, choosing from options such as No access, View, Modify, or Add/Delete, based on their role and responsibilities.