Wiki source code of Set Staff Permissions
Version 1.1 by Isaac Mejia on 2025/12/15 17:02
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| 1 | {{include reference="KBArticleHeader.WebHome"/}} | ||
| 2 | |||
| 3 | = Set Staff Permissions = | ||
| 4 | |||
| 5 | {{info}}KB: MSI Knowledgebase • Category: Configuration • Source: [[https://membersolutions-9221154.hs-sites.com/kb/set-staff-permissions_1534394418>>https://membersolutions-9221154.hs-sites.com/kb/set-staff-permissions_1534394418]]{{/info}} | ||
| 6 | |||
| 7 | * [[Table of Contents>>Table-of-Contents_1534033990.html]] | ||
| 8 | |||
| 9 | * [[Add Staff (2)>>1533935720.html]] | ||
| 10 | |||
| 11 | Set Staff Permissions | ||
| 12 | |||
| 13 | Created by | ||
| 14 | Amith on Feb 18, 2021 | ||
| 15 | |||
| 16 | Staff Permissions | ||
| 17 | |||
| 18 | Control what your staff can see and edit in Volo. | ||
| 19 | |||
| 20 | * Remember, group permissions will always override the individual permissions, so to change for one member, they must be taken out of the [[Staff Group>>http://volo.zendesk.com/entries/167401-create-a-new-staff-group]]. | ||
| 21 | |||
| 22 | Three Basic Types of Access: | ||
| 23 | |||
| 24 | * **Hide**: when this is the permission level granted, the staff member will not even see that there is supposed to be something there | ||
| 25 | |||
| 26 | * **Read only**: in this setting the staff member will see the information in the area but will not be able to edit it. | ||
| 27 | |||
| 28 | * **Read/Write**: with this permission level the staff member will have full access to view and edit everything in the area that was selected | ||
| 29 | |||
| 30 | **Set Staff Permissions** | ||
| 31 | |||
| 32 | * Click **Staff** | ||
| 33 | |||
| 34 | * Click **Search** | ||
| 35 | |||
| 36 | * Select the **Permissions** link next to the staff member desired | ||
| 37 | |||
| 38 | image:kb-1534394418-1533935731-1.png | ||
| 39 | |||
| 40 | * Select the area that you want the selected staff member to have access to and what kind of access | ||
| 41 | |||
| 42 | * Click **OK** | ||
| 43 | |||
| 44 | Sidenote: If you don’t enable permissions on the top level navigation to a certain area but enable permissions within that area, the top level navigation permissions will override the permissions within a specific area. | ||
| 45 | |||
| 46 | image:kb-1534394418-1533935738-1.png | ||
| 47 | |||
| 48 | * Also you can set permissions per schedule you will need to click OK after you set permissions for each schedule so that it will save the changes | ||
| 49 | |||
| 50 | image:kb-1534394418-1533935744-1.png | ||
| 51 | |||
| 52 | * Staff schedule permissions can also be changed by creating a group for staff members using the same schedule, and changing the group permissions. To learn how to create a staff group,[[ click here>>http://volo.zendesk.com/entries/167401-create-a-new-staff-group]]. | ||
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| 54 | {{include reference="KBSupportCTA.WebHome"/}} |