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Limit someone to certain departments or job sites

For owners and managers1 min readUpdated

Menu → Employees → tap the person → ADVANCED. Everyone's access starts out reaching the whole company. Here the owner or an admin can limit it to certain departments or job sites, for example a manager who only runs Northline. You can set an end date for someone covering for a while; after it, they reach nothing until it is changed. Managing a department always reaches it.

Admins always reach everything, and nobody can limit their own access.

Menu → Employees → tap the person → DEPARTMENT to put them in departments and pick their main one (or move several people from Menu → Departments). Further down, ADVANCED (owner and admins only) sets where their access reaches: the whole company, or only certain departments or job sites, with an end date if they are covering for a while.

Where to find it

  1. Open Menu → Employees, tap the person, then Role and access → Advanced.
Where someone’s access reaches: the whole company, or certain departments or job sites
Where access reaches.

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