You can manage what your team sees and does by adjusting individual account settings. This helps you keep sensitive financial data secure while ensuring every technician has the tools they need for their daily tasks.
Your choices here dictate what a user can view on their dashboard, export in reports, or change in your system settings. Limiting these rights keeps your business operations focused and prevents accidental changes to core data.
Step-by-step guide: Manage User Permissions #
- Click “Dashboard” in the main navigation menu to return to your primary screen. Your overview page loads immediately.
- Click “Settings” at the bottom of the sidebar. The settings menu opens to reveal your account management options.
- Select “Team Members” from the list. A screen showing your active staff members and their current roles appears.
- Click on the name of the user you wish to update. An “Edit User” panel slides open with their specific access controls.
- Adjust the switches for “Access To RepairCMS”, “Access To Invoices”, and “Show Financial Insights on Dashboard” to fit their responsibilities. You can also toggle “Access To Stock”, “Access To Settings”, and “Export Data” as needed.
- Review the “Access To Jobs” section to grant or restrict specific actions like creating receipts, completing jobs, or returning devices. Check or uncheck the boxes to update these workflow rights.
- Click “Save” to apply your changes to the user’s permissions. A confirmation alert verifies that the new access settings are now active.
- Review the updated user list to confirm the changes reflect correctly in the team overview.
💡 Audit access rights regularly: Periodic reviews of staff permissions help you align user access with current team responsibilities. This is especially helpful when a technician transitions from a trainee role to a senior workshop lead.
⚠️ Important requirement: Modifying staff access rights requires an active RepairCMS account with administrative permissions to manage team settings.