USE: The access profile defines the resources that will be enabled when a group of Involves Stage users accesses the web and mobile platforms. It’s possible to grant access to some resources depending on the employee profile of your company.
In Involves Stage, users are divided into access profiles. Each profile is defined according to the needs of a group of users.
For example: If there is an access profile called Field Reps, they will be able to access Involves Stage Web to see their visit's itineraries. Another profile, called Supervisors, can have permission to view and edit the itineraries of their team.
Everyone accessing Involves Stage is included into a single access profile. Depending on the configuration, each profile will define which features will be active when editing or viewing, whether in Involves Stage Web or Involves Stage App.
Access profiles must follow the hierarchy of your own company. Following the example above, the access profile for Supervisors should have a higher hierarchy than those of the Field Reps. The project leaders in your company are the only ones with autonomy enough to manage these profiles and even edit the settings whenever necessary.
When you add an access profile, the hierarchy must be defined by numbers from 1 to 9. The higher the number, higher is the hierarchy. Consequentially, the project leaders will have a hierarchy of 9 and will be the ones managing the system in their company. However, the profile for field reps will present the lowest hierarchical level (1).
Below is an example of the suggested hierarchy during your onboarding:
|Access Profile||Hierarchy in Involves Stage|
|Lead Field Rep||2|
The access profile of each user is assigned when an employee is added to the system, but it's required to first create an access profile and define it in the Access Profile menu.