User rights

You need admin rights to manage user rights. Click on the  icon in the top right-hand corner and click on Users on the blue navigation bar. Select a user and set their user rights and access rights to termékes on their Profile page.

The level of rights can be divided into 4 groups:

• Admin
• Manager
• User
• Restricted
• Restricted to group rights

*Only applies to the cards that belong to the user or on which there is an open task assigned to them.

Admin

Admins see all data and have access to every function. It is required to set at least one admin in the system.

Manager

Managers see all data but don’t have access to system settings and follow-up sequences. They are unable to export data from the system. Managers can check reports so it is useful for those who want to see statistics and want to supervise the activity of colleagues.

User

Users can see each other’s clients, tasks, and histories.

Restricted

People with restricted rights only see cards that are assigned to them or on which there are tasks assigned to them. They can only search for cards added to them; however, users with higher rights can also see their cards.

It is mainly recommended for interns or remote workers.