Action: Setting Account Permissions

Action: Setting Account Permissions

QicWorks allows account administrators to set User permissions at both account and individual user levels. This flexibility allows you to grant or restrict specific account functionality, based on an individual user's needs.


Each QicWorks account comes with a 'default' set of Account permissions, based on User levels.  These default settings can then be amended to suit your individual account needs.

Account Permissions follow this order of precedence:
1. - review and set your Account Level Permissions (as per below),
3. - if required, you can set then be set at an individual User's level.

In order for any changes to take effect, the User(s) will need to log out and log back in again.

Click on   Business   from the main menu, then click on   Settings.   Click on the Account Privileges from Account Settings. Then click on Customise Access Levels    from the Navigation Menu.


Permission Configuration

Here account administrators can simply tick to select which functions they would like to access (view only), edit or create and delete at Account Permission Level.


A     Navigation Breadcrumbs: Click on hyperlinks to jump to that screen.  

B     Toggle Page Width: Click to increase or decrease the page width.
C     Navigation menu: Return to Settings Menu or Customise Privileges
D     Permission Level selector: Use the dropdown menu to select which Access Level you wish to customise
E     Save and Reset Default buttons
F      Permissions Table :   Tick to select which functions you would like this user to have permission to do
G      Scroll bar:  Navigate to more functions

To Customise Your Account Levels

Step 1: Use the dropdown at Item D to select which Account Level you wish to customise.
Step 2: Tick to select your which functions you would like to have view only, edit or delete access
Step 3: Scroll down to access additional functions for customisation
Step 4: Save your selection
Don't forget to click Save to save your changes.

For information about what your default Account Level permissions are see: Access Privileges
For information about how to set you account app default configuration see:  Mobile App Settings
For information about setting webserver permissions for this staff member see:  Action:  Setting Staff Permissions





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