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      Customize Staff User Permissions

      In this article, learn how to customize your staff's user permissions

      APPLIES TO: Admins

      Last Update: May 6, 2025

      Each level of staff profile has a preset level of actions, see this help article here to learn more about the default access. With the new Permissions tab, you will be able to toggle on/off each staff members access to every feature inside the software. 

      How to Edit Staff Permissions 

      • From your Upper Hand account locate Contacts > Staff
      • Select the employee whose permissions you'd like to update
      • Select the Permissions tab

      Screenshot 2025-05-06 at 11.04.37 AM

      • Select the Pencil Icon to edit their access

      Screenshot 2025-05-06 at 11.21.23 AM

      • You can provide 3 different access levels to each functionality 
        • No Access
          • They will not be able to see this functionality 
        • View Only
          • They will be able to see the functionality but cannot take action
            • Example: View Only Events: they can see the events, view the roster, etc but cannot edit or create new events 
        • Full Access 
          • Can take all actions that an admin can 

      Important to Note

      • Only admins can view/edit permissions 
      • Your current staff permissions will not change with this release
      • If your staff do not have access to the Orders Report they will not see Orders on the client profile