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How to Assign or Change an Employee's Access Level

Intended for: Manager | Application: Web Application


An employee's access level can be assigned or changed in two ways — in bulk via the Access Levels section, or individually via the Employee Card.


Method A: In Bulk via Access Levels

Suitable for assigning an access level to multiple people at once.

  1. Go to Settings → Access Levels.

  2. In the "Users with Access" column, click the arrow next to the relevant access level.

  3. Check all employees who should have this access level.

  4. A green confirmation window will appear in the top right — confirm the changes.

If you are changing the access level for existing employees, you must first remove (uncheck) their current access level, and only then select the new one!


Method B: Individually via the Employee Card

Suitable for assigning an access level to a single specific employee.

  1. Open the Employee Card → side menu → More.

  2. In the "Access Level" field, select from all configured access levels.

  3. Click Save.


Overview of Assigned Access Levels

A complete overview of who has which access level can be found in Business → People → Access Levels column.


Still need help?

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