Managing Staff Account permissions

Set staff account permissions for secure, organized access.

Learn how to manage Staff Account permissions, including enabling Admin or restricted permissions, determining category and item/product access restrictions, and expanding and collapsing sections.

New to Staff Accounts? Please read the first article in this series: Introduction to Staff Accounts.

Check out the following articles to learn more about Partner and Customer User Accounts:

• Partner Accounts: Introduction
• Introduction to Customer Accounts

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Manage > User Accounts > Staff Accounts > New Staff Account/Edit Account > Permissions
   

What more do I need to use this feature?

• Admin permissions to manage User Accounts.
   

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic items version (Inventory > Items) and our classic products version (Inventory > Products).  → Learn more about products

The system starts new accounts with Administrator (Admin) privileges by default. This grants the account full access to the system, including the features and functionality listed in the Manage menu.

You can turn off the Admin setting to view and restrict Staff members' Permissions.

With Admin permissions disabled, the categories of system permissions are made accessible. The system selects all listed permissions by default. Restricted Users do NOT have access to the Manage menu.

You can also restrict Staff Account access by category or product/item. By default, the system selects all products/items and categories.

To remove access, remove the check mark next to the category or product/item. Remember to save your changes! 

Use the Select All and Select None buttons to add or remove all permissions with a single click, rather than selecting each permission individually.

Click the Expand/Collapse icon at the top of the Permissions list to quickly expand and collapse the permission sections in one click!

Staff Accounts with restricted permissions Staff Accounts with restricted product/item and category permissions may not automatically have permission to access newly created products/items and categories. Please review permissions to make sure that Staff Accounts are enabled correctly.

Permission functionality between items and products Staff Account permission functionality differs between items and products. To learn more about the differences, view the following article: Understanding Staff Account permissions

Next Steps

In the following article, we look at how to understand Staff Account permissions.

< Configuring Staff Account profile settings   |  Understanding Staff Account permissions >