Admin permission is required to manage users.
A user can have different permissions, whether it be to the account itself, or specific apps within the accounts. These permissions are assigned for two reasons:
Simplicity: If your user doesn't need access to certain apps or packs, there's no need for them to be displayed. Removing access to an app means it will not appear on the user's dashboard.
Security: Not every Method user needs access to your entire Method account. Permissions allow you to limit a user's access to sensitive information like accounting.
For more information on apps and packs, please see What are apps and packs?
For a more detailed exploration on permissions and all the types of permissions available in Method, please see User Permissions.
Navigate to Manage User Permissions
To open the Manage User Permissions screen:
Click the upper-right user profile icon and then click Account Settings.
Click Users.
Select the user you wish to manage and click on their name.
On the next screen, click Access Permissions.
The different access permissions available are separated into three types as detailed below.
Permission level
Permission level refers to the different roles you can assign a user, allowing the user to access and perform specific functions within the system.
The level of permission provided will vary based on the role assigned.
Admin: Full access to the platform, including the ability to change permissions and subscriptions.
User will be able to add or modify other user's permissions.
User will be able to make changes to subscriptions that affect pricing.
User can customize screens within all apps they have access to.
User can access the manage link in the contextual menu on the app.
Customizer: Customize, configure, and manage apps they have permission to access.
Regular: Regular access to use apps, but not to customize or manage them.
Similar to: Selecting this will bring up a separate dropdown box to choose a specific user to copy permisions from.
Application permissions
This shows the applications the user currently has access to, grouped by Pack.
The Manage permissions button allows you to add or remove access to other packages installed in your Method account.
Records access
Method has the ability to restrict a user from seeing another user's records.
For more information, please see the article, "Restricting What Records Users See."