Permissions

Table of contents

Introduction

What are permissions

Which permissions can you give a manager

Where do you find and manage your managers

Who can edit permissions

How can you edit permissions

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Introduction

Permissions allow you to define the access a manager is granted and the actions they can perform. This gives you control over who can see, adjust, create or delete the various elements in CrewPlanner. Giving you not only more control over your planning team, but also flexibility. Permissions are linked to the functionalities active in your environment and may or may not be available as a result.

What are permissions

Permissions allow you to assign each of your managers personalised rights to access and take actions, only for those elements in CrewPlanner which you consider relevant for them and by consequence, limit or restrict access to other.

Which permissions can you give a manager

You can restrict a manager's permissions to specific department groups or departments, and to companies or venues and you can give them the following permissions per category. However, the permissions available to you depend on the functionalities active in your environment.

Employees

• View employees

• Export employees

• Create Employees

• Edit employees

• Approve employees

• Archive employees

• Delete Employees

Companies

• View companies

• Export companies

• Create companies

• Edit companies

• Delete companies

Venues

• View venues

• Create venues

• Edit venues

• Delete venues

Planning

• View projects

• Create projects

• Edit projects

• Delete projects

• Export projects

• Create shifts

• Edit shifts

• Delete shifts

• Schedule employees

• View work schedules

• Create work schedules

• Edit work schedules

• Delete work schedules

• Delete week schedules

• Export work schedules

• Manage time clock

• Manage external requests

• Create external requests

• Add external names

Administration

• Manage dimona’s

• View contracts

• Process contracts

• View Luzmo

• Manage invoicing

• Manage payouts

• Manage week contracts

Finance

• View finance

• Manage finance

Reports

• View reports

• Export reports

Communication

• Chat

• Contactable via chat

• Messaging employees via app or email

• Message employees via SMS

Management

• Manage departments

• View activity log

Documents

• View documents

• Edit documents

• Export documents

• Upload documents

• Delete documents

Time registrations

• View time registrations

• Save time registrations

• Review time registrations (only if not allowed to finalise)

• Finalise time registrations

Settings

• Manage general settings

• Manage configuration

• Manage email settings / notifications

• Manage team members and permissions

• Manage agencies

• Manage legal documents

• Manage document verification

• Manage custom fields

• Manage templates

• Manage export presets

• Manage permission presets

• Manage contract layouts

• Manage attributes

• Manage social subscription

• Manage shift functions

• Manage gamification

• Manage API tokens

• Manage licence

• Manage invoicing settings

• Manage integrations

CrewPlanner

• Access to CrewPlanner support chat

More information on what you can manage through these permissions can be found in the relevant articles.

Where do you find and manage your managers

You can consult and manage all managers on the MANAGER page, which you find in SETTINGS in the menu on the right. Read this article for more information.

Who can edit permissions

Only your SPOCs (Single Point Of Contact) or managers who have been given the permission Manage team members and permissions can manage and adjust the permissions of managers. No other managers can adjust permissions, not even those of their own account.

How can you edit permissions

You set permissions when you invite or add a manager, or you can edit an existing manager’s profile via the pencil icon after which you are shown the following screen:

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You restrict a manager's permissions to specific departments or groups by ticking the desired groups or department(s) in the dropdown and selecting OK:

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Moreover, you can restrict a manager's permissions to certain companies or venues:

You adjust the permissions themselves by ticking or un-ticking them and selecting SAVE.

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We hope this article has helped you!

If you still have questions, take a look at our Crew Academy first. You might find the answer in one of our articles.