How do Permissions work and how do I set them?

There are 3 levels of permissions in Staff Squared - Admin, Manager and Staff

You can identify each permission level by looking for the icon displayed in the bottom right corner of a user's profile picture:



Staff User

Admins can see all of the information for the whole company.  Managers can see the information of all of the staff beneath them in the organisation chart.  Staff can only see their own information. If you give any one of your staff members Admin rights, they will be able to see everyone's information with the exception of files. These must be shared with users who require access by the person uploading the file.

There are various ways of setting up a staff member's manager.  If you have already created your staff, you can change your staff member's manager by going to your organisation chart.

Clicking on the cog will bring up a dialog box where you can add a manager to your staff member from the dropdown menu. You can also change their admin rights and add a job title. Once you have finished adding these details, click on Update .......'s details to save the information.

Alternatively, you can go to a staff member's profile by clicking on your Staff Directory and then choosing the member of staff.

This will take you to their profile page. From here you can click on their Job tab to add or update their manager from the dropdown menu.

If you are an Admin you can give other staff member's Admin status. You can do this by heading to your Staff tab. Click on the admin cog and select Make Admin.

You can do the same from the user's profile:

Alternatively, you can also do this via the Organisation Chart:

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