Knowledgebase

 

Team Member Access Control

 

Team Member Access Control is one of Segwik’s more practical features. It gives users the ability to control the level of information staff members can access on Segwik.

 

Access Control lets you decide who can:

  • view information

  • access information

  • use company related information

  • use company resources

 

Segwik has separated its users in three levels: Level 1, Level 2, and Level 3. Each level has certain privileges within the features of the software.

 

Level 1: 

  • The employees listed in level 1 are higher authorities in your business. 

  • Think of them as administrative users. 

  • They can easily access the administrative features and update settings. 

  • Level 1 users can view the data from all users. 

  • The Level 1 users can freely read, write and edit any data without any restrictions. 

 

Level 2: 

  • The users listed in Level 2 are your mid level employees. 

  • They can only access the same data as other Level 2 users and level 1 users. 

  • They cannot access the data of higher level users. 

  • Some Segwik features will be unavailable to Level 2 employees. 

 

Level 3: 

  • Level 3 users can only view their data. 

  • They have the least privileges and access to features 

  • They can only view, update, edit, or delete their own data.

 

How To Separate Users By Levels:

  • Click on Gear Icon

  • Click on Team Member Manager

  • Click View on the employee you wish to edit

  • Choose the level from the drop-down menu

  • Select a role if applicable 

  • Click the orange Save button when done

 

Access Control Step 1

Access Control Step 2

Access Control Step 3

Access Control Step 4

 

 

 

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