User permissions determine which apps and packs users can access, and what they're allowed to do with them. 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?

Navigate to Manage User Permissions

To open the Manage User Permissions screen:

 1. Click the upper-right blue circle icon and then click Account Settings.

2. Click Users.

3. Select the user you wish to manage and click on their name.

4. Click Manage User Permissions & Subscriptions.

Global Permissions

There are several levels of permissions you can grant a Method user. The first two options pertain to permissions that will apply to every app and pack the user has access to.

  • Give full Administrator permissions:
    User will be able to add or modify other user's permissions
    - User will be able to make changes to subscriptions that affect Method 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.
  • Give full Customizer permissions:
    - User can customize screens within all apps they have access to.

Pack and App Permissions

You can also control which packs and apps the user can access:

  1. On the list of packs, find the pack you wish to grant access to
  2. Click expand to see the apps inside the pack
  3. Click the checkbox next to the pack name to give the user access to all the apps in the pack

In the below example, we are giving the user access to all the apps in the Sales Transactions Pack (not all apps shown).

Permission Description

Every app will have the following permissions:

  • Access: Method user will see the app on their dashboard and be able to access it
  • Edit: Method user can make edits to a record. Note: When editing a transaction, adding or deleting line items is considered an Edit permission, not a Delete permission.
  • Create: This permission is not available in stock apps
  • Delete: grants Method user the ability to delete a record within this app. If this is unchecked, user will not be able to delete any record related to this app.
    For example, the Activity App has Activity Types and Activity Statuses. The user will be unable to delete an activity as well as the activity types and activity statuses if the delete permission is removed.
  • Approve: This permission is not available in stock apps
  • Customize: grants the ability to customize the app
  • Manage: grants the ability to select Manage from the app's contextual menu¬†

Click Save at the bottom of the screen to apply these settings.

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