User access levels in Proplanum
Proplanum allows for precise determination of what your team members can see and do, making daily management easier. The application has different access levels that define user permissions for various functions.
Description: The highest access level on the platform.
Permissions: Can do everything in the system, including managing all users and functions.
User Type: Typically business owners.
Description: Employees responsible for running a location.
Permissions: Managing work schedules, the time and attendance system, tasks, requests, statistics, and budgeting information. They can add new employees, manage them, and manage individual locations.
User Type: Location managers.
Description: Shift supervisors or team leaders.
Permissions: Planning and managing work schedules, the time and attendance system, and tasks in assigned locations. They do not have access to statistics and budgeting information. They also cannot approve employee requests.
User Type: Shift supervisors.
Description: Basic employees, not responsible for managerial aspects.
Permissions: Viewing information about their work schedule, recording work time, submitting leave and availability requests, creating and performing tasks.
User type: Employees.
Description: Individuals supporting the organization, e.g., financially.
Permissions: Viewing schedules, work time records, tasks, access to employee requests, generating exports from RCP and reports.
User type: HR and accounting department employees.
Administrator, advisor, and location manager can change user access levels in Proplanum. Here's how to do it:
Log in to Proplanum and select the "Team" tab.
From the list of employees, select the person whose access level you want to change.
Tip: Use filters or the search bar for faster employee search from the list.
Click the three-dot icon next to the selected employee and choose "Edit".
Find the "Role in the organization" field in the personal data and click on the current role window. Select the new access level from the available options.
Click the "Save" button in the upper right corner. The changes will be saved, and the employee will receive the new access level.
With these steps, you can easily manage user access levels in Proplanum, adjusting permissions to meet the needs of your organization.
Access Levels
Organization Administrator
Description: The highest access level on the platform.
Permissions: Can do everything in the system, including managing all users and functions.
User Type: Typically business owners.
Location Manager
Description: Employees responsible for running a location.
Permissions: Managing work schedules, the time and attendance system, tasks, requests, statistics, and budgeting information. They can add new employees, manage them, and manage individual locations.
User Type: Location managers.
Supervisor
Description: Shift supervisors or team leaders.
Permissions: Planning and managing work schedules, the time and attendance system, and tasks in assigned locations. They do not have access to statistics and budgeting information. They also cannot approve employee requests.
User Type: Shift supervisors.
Employee
Description: Basic employees, not responsible for managerial aspects.
Permissions: Viewing information about their work schedule, recording work time, submitting leave and availability requests, creating and performing tasks.
User type: Employees.
Advisor
Description: Individuals supporting the organization, e.g., financially.
Permissions: Viewing schedules, work time records, tasks, access to employee requests, generating exports from RCP and reports.
User type: HR and accounting department employees.
Changing Access Level
Administrator, advisor, and location manager can change user access levels in Proplanum. Here's how to do it:
Log in to Proplanum and select the "Team" tab.
From the list of employees, select the person whose access level you want to change.
Tip: Use filters or the search bar for faster employee search from the list.
Click the three-dot icon next to the selected employee and choose "Edit".
Find the "Role in the organization" field in the personal data and click on the current role window. Select the new access level from the available options.
Click the "Save" button in the upper right corner. The changes will be saved, and the employee will receive the new access level.
With these steps, you can easily manage user access levels in Proplanum, adjusting permissions to meet the needs of your organization.
Updated on: 31/07/2024
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