Admin Permissions

Connecteam was built and designed to bring a real all-in-one solution to your business. In doing so, the platform allows you to modify your system admins' permissions to access users, features, and content in their dashboards according to their role in the company.

What Types of Access Levels Exist?

When it comes to the access level that a user can have on the platform, there are two options:

Owner

This is the highest level of access/permissions. Owners can access and manage all features, assets, and users and fully control all of the dashboard's capabilities. By default, the account creator's access level is the owner.

Admin

This may be assigned to specific features, assets, and/or users. When new managers are added, their default access level is admin.

To decide which type of permission your managers need, learn about the differences between owners and admins and, if necessary, change an admin into an owner.

Now that we've distinguished between the access levels, let's go through the recommended order for setting up admin permissions, step by step:

Step 1: Configure Default Admin Permissions

In Connecteam, there are general default settings that allow you to automate the process of adding admins to features/categories, assets, and smart groups. Meaning, that when you add a new admin, you can ensure they have permissions over certain content in the platform automatically.

Learn how to set the platform’s system preferences in our article General Settings: Admin Permissions.

Step 2: Managing Admin Permissions

To manage and edit admin permissions, follow these steps:

Head to the Users page from the left sidebar.
Switch to the Admins tab on the top of the page.
Locate the Managed Groups and Permissions columns.
Here, you can set permissions for any category, asset, or group of users that your admins should manage. Let's go over these together one by one.

Step 3: Managed Groups Column

To give an admin access to specific users, you'll need to use Smart Groups. Smart Groups allow you to organize users based on criteria you define, and you can assign an admin to manage one or multiple groups as needed. This grants the admin access to all users within the group. This means they'll only have visibility of the users within those groups across the features they are managing.

We're going to set Emily as the manager of the Security group. To do so, click the managed groups section next to the admin's name, and select the Security group.

Please note! If someone is managing the All Users group, they will still see all users within the features they are managing, so make sure to uncheck that option if they should only have access to a specific group

Step 4: Permissions Column

By clicking on this column for any of your admins, a separate modal will open where you can select which categories, features, and specific permissions you want to grant them access to. This modal is split into 5 different categories:

System & General
Users Information
Operations
Communication
HR

System & General

The options under this category allow you to grant admin permissions to general assets in the platform, such as:

The sidebar: admins will be able to add, remove or edit items in the sidebar, as well as customize it.
Company settings: admins will be able to access and customize your company settings, including the billing tab.
Smart groups: admins will be able to create and edit smart groups.
Automations: admins will be able to create and edit automations.
Jobs (resource) list: admins will be able to access the jobs tab and create and edit jobs/resources.
Sales & labor data. When granting permissions to sales & labor, you can also configure deep permissions, which we will discuss later in this article!

Users Information

The options under this category allow you to grant admins permissions to manage users from the Users page, edit user performance, manage pay rules and breaks, and access and manage users' payslips. For each of these options you can configure deep permissions, allowing you to further customize the level of control each admin will have for each of these assets.

Check out the article below to explore deep admin permissions available for Users Information.

Operations

Here you can grant admin permissions for each of the features in the Operations hub. Check out the articles below which discuss each option in detail!

Communication

Here you can grant admin permissions to each feature under the Communication hub - directory, company chat, help desk, updates, surveys, knowledge base, text messages, suggestion box, library, workflows and events. Some of these assets will allow you to set deep permissions, which we will review later.

HR

Here you can grant admin permissions to each feature under the HR hub - documents, courses, quizzes, celebrations, recognitions, rewards, org chart, hiring, time off and onboarding. Some of these assets will allow you to set deep permissions, which we will review later.

After granting permissions to features within these categories, make sure to grant admins access to the specific assets they need. For example, if you grant an admin permission to add and edit Knowledge Bases, you’ll also need to select which specific Knowledge Bases they can access and manage.

Let’s take a closer look at how to do this below!

Assets

Let's say Emily should have access to forms, but only to the incident report, as she is the safety manager. To do so, I can scroll down and select only the relevant form, while keeping other forms unselected, meaning Emily will only be able to see and access the incident report when entering her account.

Deep Permissions

Some features in Connecteam offer more than just basic admin access; they provide deep admin permissions. For example, with Forms, you can specify the level of control an admin has by allowing them to view submissions, edit submissions, modify the form and its settings, or add new forms.

To edit an admin's permissions, click the Permissions tab next to the relevant user. This will open a separate window where you can search for the relevant feature, in this case Forms, and choose the permissions you want to grant. For example, if you only want the admin to view form submissions without being able to edit entries or manage the form settings, simply enable the View user entries permission only.

*Deep admin permissions are available from the Expert plan*

Permission Automation & Additional Settings

Whether you are in a category, asset, or smart group, you are able to access the permission settings directly from that screen.

Here you will be able to toggle on the ability to:

Automatically add all admins to a category, asset, or group
Allow admins to add other admins to this category, asset, or group
Add or remove admins
Set their deep permissions

Want a Pro to do the work for you? 🤓 Click here to learn more.

*Manager permissions are available from the Advanced plan in any hub*

Need more guidance? 🙋Our support team (at the bottom right corner of your screen) replies to ANY question.