APPLICATION: The Access Profile set which functionalities will be active for a group of Involves Stage users to access on the Web or App platform. It’s possible to define different access for each employee profile available in your company.
When setting an access profile, it’s possible to define which features will be active for a group of users to access the system whether via Web or App. You can add a new profile through three options:
- New: You add an Access Profile from scratch.
- Default Model: You add a new Access Profile using a preset model as a base. The available profiles set as models are Field Team, Supervisor and Project Leader.
- Existing Group: You add a new Access Profile using any other existing profile as a model. This is a useful option whenever you add a new employee with a similar access profile.
If you want to add a new profile from scratch, you can selecting Menu > Employees > Access Profiles:
- Click on New, on the page’s bottom right corner.
- On the Create Access Profile pop-up, select the New field;
- Then click on Create Access Profile;
On Access Profile Details page, it’s possible to complete the profile data and select the permissions to grant for web or App access. By default, select as Active the Access Profile Status.
This is an alternative to deleting it, so it’s possible to deactivate a profile if you won’t use it anymore. That way you won’t lose any important data. When deactivating a profile, the employees linked to it won’t have any access and their Apps will be unlinked.
On the Access Profile Data field:
- Insert an Access Profile Name;
- Add a description;
- Select the Hierarchy Level from 1 to 9.
On Access Profile Permissions, select yes or no among the following options:
- Access to Dashboard?
- Show Operation Indicators on Dashboard?
- Access to Chat?
- Chat with other Regionals?
- Chat only with Employee's Macroregional?
- Chat only with Superior Hierarchy?
- Access to Monitoring?
- Monitoring by Hierarchy?
- Access to Message History of all Employees?
- Limit Mobile Access to 1 Device?
Each login and password defined on Employees Details can be used to access both app and the web system, including your supervisors and your field employees.
Here it’s also possible to define the permissions for Web and App access. It will affect the way each user will be able to view the menus on the Web or on the App. Besides de Menu name there are some permissions options. On Search you can search for the name of a specific resource.
You can set the resources available for the web access on the Permissions for Web Access Profile tab. You can define the permissions into:
- No Access: The user won’t be able to access this resource.
- Read: The user will able to access the resource, though it’s not possible to edit them.
- Write: The user will able to edit any registered data or delete them. The system allows only one checked option. Although, the Write option also allows the user to read the whole information.
The features that start with “My” are usually active for low hierarchy levels’ access profiles. Typically, the field teams have few features active on their web access, so those will be checked as No Access. It’s common to check as active to Read resources such as My Surveys Photos, My Itinerary, My Surveys and My Tasks.
Examples of permissions:
You can set the resources available for the App access on the Permissions for Mobile Access Profile tab. You can define the permissions into:
- Active: The resources will be available on the App.
- Inactive: The resources won’t be available on the App.
It’s important to pay attention on the hierarchy between the permissions. For instance: In Permissions for Mobile Access Profile you should set the options for Justification for several actions including the Tasks execution. Whenever necessary to set the Justify Pending Tasks Every Day option, it’s essential to activate the Task Justification function.