How do I restrict a user?

There are two levels of controlling permissions in BizDiary.  You can set what general level of access a user has - Admin, Manager, User, Read-only User, and you can also control access to specific features on a per-user basis.

User Level

When you create a new User, or edit an existing one, you can set the Level of the user.

A Readonly User can...

• Access the calendar.
• Edit their own user record.
• Access their own My Notes page.
• Turn Show Hints on and off.

A general User can...

• Access the calendar.
• Create, modify and delete appointments, events, and tasks.
• Create, modify and delete customers.
• Edit their own user record.
• Access their own My Notes page.
• Turn Show Hints on and off.

A Manager user has all the access of a general user, and can also...

• Create new users.
• Edit other users whose level is user or customer.
• View the session log report.
• View the invoice report.

An Administrator user has full access to the system.  The administrator sets up Services, Locations, Personnel and Users, as well as Settings.

User-specific Permissions

Each user can have additional permissions, which are assigned by an Administrator-level user...

• Send SMS
• Send Email
• Send Bulk SMS
• Send Mailout
• Buy SMS credits
• Export
• Reports

These are set on the Permissions tab of the user.

see also...

• How do I create a new user?