The Users area is where you decide who has access to Symphony as well as which events and sections.
These are four different types of user:
Administrator - access to all events and areas and can add other users
Manager - access to specified events and sections and the event set up area
Standard User - access to specified events and sections
Customer Account - access to specified events and sections
As well as users from within your business, you can also setup external users in this section. This is useful if you want to give organisations access to a particular event you are running. You may only want to give them access to say the reporting section of a particular event. All these preferences can be configured in this section.
Here is a list of areas that are and are not available to each profile:
Administrator
Layer 1
• Dashboard
• Calendar
• Tasks
• Contacts
• Venues
• Files
• Users
• Action Log
• Search
• Your tasks list
• No Settings tab
Layer 2
• All tabs
• Event set up
• Permissions
Manager
Layer 1
• Dashboard
• Calendar
• Tasks
• Action Log
• Search
• Your tasks list
• No Contacts tab
• No Venues tab
• No Files tab – Cannot save files in this section, but can save and add files in configuring emails, booking forms and websites.
• No Users tab
• No Settings tab
Layer 2
• All tabs specified in permissions given
• Can add /edit bookings
• Event set-up
• Permissions
Standard User
Layer 1
• Dashboard
• Calendar
• Tasks
• Action Log
• Search
• Your tasks list
• No Contacts tab
• No Venues tab
• No Files tab
• No Users tab
• No Settings tab
Layer 2
• All tabs specified in permissions given
• Can add /edit bookings
• No Event set up
• No Permission tab
Customer Account
Layer 1
• Dashboard
• No Calendar
• No Tasks
• No Action Log
• No Search
• No Your tasks list
• No Contacts tab
• No Venues tab
• No Files tab
• No Users tab
• No Settings tab
Layer 2
• All tabs specified in permissions given
• Can add /edit bookings
• No Event set up
• No Permission tab
Hope this helps!
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