FrontRunner is already configured so you can assign standard platform permissions to your team members such as User, User Plus, Administrator, and Viewer, but did you know that you can further customize and assign specific permissions to your team? Our Manage Permission feature allows you to grant account access and permissions for individual team members that may not be included in their current permission status. For example, you may want to grant a member of your team access to view and modify activities for others, or perhaps you would like to assign someone the task of reviewing and approving time clock punches, but you don't want them to have full administrator access. The Manage Permissions feature allows you to do this!
To modify/manage permissions for a specific team member, please follow these steps:
- Go to Agency Setup
- Click on Step 2: Management Options
- Under the section titled Your Team, locate the team member you wish to modify and select the edit icon (orange pencil next to their name) to display their profile
- Under Platform Permissions, click on the option that says Manage Permissions
- From here, you will see a list of permissions you can select for that team member. Make your selections and click DONE.
- Lastly, scroll down and select Update User to save your changes
To learn more about our standard platform permissions, click HERE.
If you have any remaining questions after reviewing our Help Articles, please send an email to support@imafrontrunner.com. Please be descriptive and include as much info as possible in order to expedite a resolution. You may also visit the Support tab, located at the top of the page, for additional helpful resources!
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