Frequently Asked Question
2. How do I set up permissions for each function in Deskworks for different levels of administrators (and members?) (TASKS tab)
Last Updated 6 years ago
TASKS displays all of the individual functions of Deskworks and which ROLES (or permission level) can view or edit them.
Note: Administrators have to first be given permission under the ADMINISTRATORS tab to see information for a particular Facility. If they have Facility permission, then the TASKS tab takes control, based on their ROLE. (See the ROLES FAQ.)
To edit or change permissions for a particular ROLE:
Go to SETUP > TASKS.
Click EDIT on any specific TASK.
Under PERMISSIONS, you can set the different permissions for each specific role: non-member, member, accountant, coordinator, admin, manager and master. (Roles are set under the ADMINISTRATORS tab.)
Note: You will only see the levels that are equal to or below your permission level.
Permission Choices:
Note: Administrators have to first be given permission under the ADMINISTRATORS tab to see information for a particular Facility. If they have Facility permission, then the TASKS tab takes control, based on their ROLE. (See the ROLES FAQ.)
To edit or change permissions for a particular ROLE:
Go to SETUP > TASKS.
Click EDIT on any specific TASK.
Under PERMISSIONS, you can set the different permissions for each specific role: non-member, member, accountant, coordinator, admin, manager and master. (Roles are set under the ADMINISTRATORS tab.)
Note: You will only see the levels that are equal to or below your permission level.
Permission Choices:
- None -- if selected, the designated page will not be visible to people with this Role.
- View -- if selected, the designated page can be viewed but not edited by people with this Role.
- View/Edit -- if selected, this Role can both view and edit the designated page.