Effectively manage user access with this guide to roles, permissions, and best practices for streamlined operations.
5 different access levels types
Admin
Highest level of access.
Capabilities: Turn features on/off, manage forms, update checklists, access all site features.
Facility Managers
Can edit facilities, add users, and view staff.
Limitations: Cannot create/edit checklists and forms.
Pool Managers
Can manage facilities, view reports, and assist with lifeguard evaluations.
Limitations: No access to client/user management.
Staff Members
Limited access to reports and can manage tasks.
Restrictions on reporting capabilities.
External Users
Receive reports via PDFs without direct site interaction or login.
Tailoring Access for Your Team:
Managing access levels doesn’t have to be complicated! With a few simple tweaks, you can ensure that each team member has the right permissions to do their job effectively. Here’s how:
1. Customize Access Levels to Fit Your Needs
Not every team member needs the same level of access—so why give it to them? Head over to the User Role Templates, pick the role you want to adjust, and fine-tune the permissions. You can check or uncheck options for inspections, forms, and discussions to match their responsibilities.
2. Stay in the Loop with Email Alerts
Want to keep admin users informed without constant check-ins? Set up email alerts to notify them about key actions. Be sure to add clear descriptions so they know exactly what each alert means—because no one likes vague notifications cluttering their inbox!
3. Make Sure Reporting Access Aligns with Roles
As you assign roles, keep in mind that reporting access varies. Higher-level users get more reporting capabilities, while others may have limited visibility. Double-check that your team members can access what they need without unnecessary reports slowing them down.
With these quick adjustments, your system will be streamlined, and your team will have exactly what they need—no more, no less!
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