Step 1: Access the Staff Page
Open the staff page via the top menu.
Step 2: Select Staff Member
Search and select the staff member from the sidebar.
Step 3: Click Edit
The 'Edit' button is located in the top area of the Staff Page.
Selecting this will open a window allowing you to edit the selected staff member's profile.
Step 4: Change Permissions & Save
Each staff member's app permissions are managed on the left hand side of the Edit staff window.
Once satisfied, click 'Save Details' to update the staff member's user permissions.
Please see below for the various options for user permissions.
Main System Access Levels
The Access Level option allows you to set which pages in the system you'd like to show/hide to different user types in your company. There are numerous types of Access Levels:
Manager: Dashboard, Planner, Projects, Staff, Clients, Financials, Reports, Admin pages
Admin: Planner, Projects, Staff, Clients, Financials, Reports, Admin pages
Financials: Planner, Projects, Staff, Clients, Financials pages
HR: Planner Staff, Admin pages
Operator: Planner, Projects, Staff, Clients pages
Scheduler: Planner page
Supervisor: Planner page, Staff page*.
* Supervisors can access the Planner page and the Staff page however they will not be able to edit staff data or assign staff to shifts unless staff have been assigned to them via the Users section in the Admin page.
uTRAC App Access Levels
When logged into the uTRAC App, managers may access a Sign In Sheet section via the app menu.
Additionally, when working on a shift, Supervisor level users and higher may access a list of staff presently working on a project/event by opening the shift from their calendar and selecting the 'View Team' option.
Staff that are set to the 'Senior Staff' access level may access a list of staff working on their specific assigned shift rather than the entire event.
Additional Permissions
Digital Sign-In - The user may view the Sign In area on the uTRAC App where they can access Digital Sign In Sheets that have been assigned to them by a manager.
Approve Hours - The user may approve timesheets via the Timesheet tab on the Projects page.
Full System Access - When this is deselected, the user may only access uTRAC via the mobile app.
All Projects - When signing in to the full system, the user may view all projects. They will only see projects specifically assigned to them by a manager if this option is deselected.
Password Required - The user will need to input a password set in the Admin area to override booking conflicts on the Planner or Project page.
Blocked - The user is not permitted to access any uTRAC interface.
Timesheets - The user may submit a start and end time via the shift Review section on the uTRAC App.