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ManoPlan Tutorial – Roles & Permissions

0:454 Scenen

Decide who on the team may see and edit which pages – for office staff, technicians and passive users.

Learning Goal

Everyone sees exactly what they need for their work.

Contents

1

In team management every employee has a role: administrator, office, technician or passive. You also define who works in the field.

2

Under permissions you decide per role which pages are visible and which may be edited.

3

For example, you decide that the office sees invoices and reports, but technicians don’t. Administrators always have full access.

4

With “Reset to Defaults” you can always return to the recommended presets.