How to Setup Staff Access Levels

Access levels are used to provide a method to limit functionality and access to entire screens on a "per staff" basis.

To setup access levels:

1. Select the staff on the Setup screen.
   
   
2. Select the desired Access Level for each screen.

Reference this chart when selecting the Access Level for each staff:

Screen	What Can "Full Access" Do That "Default" Cannot?
Attendance	Use the "Create All Attendance" button
Client Information	Add, edit, archive and delete Clients
Goals	"All Clients" option is available
HPC	Select other staff
Incidents	Sign the incident (Admin Signature Tab) Approval signatures Send the final report View and modify trends View all incidents, instead of just yours Delete the incident
Piece Tracker	Add and edit customers Add jobs Edit Job Summary data Edit client hourly rate
Manage Timeclock	Add and edit all staff entries
Non-Medical Transportation	Use the "Create Today's Transportation" button
Scheduler	Delete any event on the scheduler, not just his or her own View / edit events for other staff Note: Managers have access to all staff schedules
Transport Scheduler	Add and edit routes
Training	Schedule training for all staff View certificates for all staff
Setup	All Setup tabs will be accessible. For 'No Access', there are two exceptions: HR Managers will see the 'Staff' tab. Full Access to Non-Medical Transportation will have access to 'Transport Routes' and 'Vehicle Inspection' tabs.

NOTE: Changes will not go into effect until the user logs out and logs back in.