How to Configure Feature Access by Role

This ensures each position only has access to the tools and features relevant to their responsibilities.

How to Configure Feature Access

Follow the steps below to update feature access for a specific role:

Step 1: Access User Management

1. From the Homepage, click the gear icon in the top-right corner to open Management.

2. On the Management page, select Company from the left-hand menu.

3. Click on the Features tab at the top of the window.

Step 2: Select the Role

1. In the top-left corner of the window, click the role drop-down menu.

2. Select the role you would like to configure.

Go to: Settings > Company > Features > Choose the Role from the dropdown

Step 3: Update Feature Access

1. Review the list of available features displayed on the page.

2. Check the boxes to grant access to specific features.

3. Uncheck the boxes to remove access.

These settings apply to both the mobile application and the web application, depending on the feature.

Step 4: Save Changes

1. Click Save to apply the changes.

Once saved, the selected role’s feature access will be updated immediately.

Best Practices

• Review role permissions regularly to ensure appropriate access levels.

• Grant access based on job responsibilities to maintain security and efficiency.

• Test changes with a user assigned to the role if you need to confirm access behavior.

If you need help determining which features should be enabled for a role, contact your system administrator or support team.