📝 Overview
This article outlines how to restrict or grant feature access for employees in your software, covering how to use the Employee Access settings to adjust permissions across modules such as Remote Access, scheduling, and data tools.
🔑 Authorizations
Before adjusting employee permissions:
Ensure you have an admin or manager role with authority to edit employee access.
Understand which features you’re enabling or disabling, restricting access may block critical functions for staff.
🛠️ Procedure
This section describes how to navigate to the Employee Access screen and set permissions for each user.
Click the arrow to learn more
Click the arrow to learn more
Click the Tools menu item in the top toolbar.
Select Password Setup.
Under the Employee Password Access section, click Edit Access.
To restrict access to any function for an employee, simply remove the checkmark for the desired function. You can highlight multiple cells and use the Check Selected Cells or Uncheck Selected Cells in the lower left to grant or restrict access to multiple employees or functions with one click. You can also use the Copy Profile(s) button if multiple employees should have the same level of access. Click OK when finished.
If you choose the Remember which employee is logged in radio bubble in the Password Log In/Log Out Settings, we recommend using the Automatic Log Out feature as a good safeguard and added measure of security.
Click OK to save all your settings.
❓ FAQs
Find answers to common questions, edge cases, or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can I restrict access to only one module (e.g., Remote Access) for an employee?
Click the arrow to view the answer
Click the arrow to view the answer
Yes. Navigate to the Employee Access screen, go to the specific module, and block only that feature while leaving others enabled.
What happens if I restrict all features for an employee?
Click the arrow to view the answer
Click the arrow to view the answer
Their access becomes very limited, they may still log in, but they will see few (or no) available actions. Use this for temporary suspension or special roles.
How can I restore full access once it’s been removed?
Click the arrow to view the answer
Click the arrow to view the answer
Return to the same Employee Access screen, find the employee column, click the checkbox for each feature you want to restore, and click Ok to save your changes. The employee may need to log out and back into the app or software to see those changes applied.