This Help Article covers:
General/Overview:
Using Roles and their Permissions you can control the Katipolt Desktop and/or Katipolt Mobile App features that a Staff Member can access to view or use.
⚠️ NOTE: No matter what Role (Permission Levels) a User is assigned, only the permissions of their Access Level apply (Katipolt Mobile Only or Katipolt and Katipolt Mobile), I.E. the Role permission selections for Katipolt (Desktop) do not apply if the Staff Member cannot log into Desktop.
Katipolt has two Master Default Roles, "Katipolt Desktop" for Desktop and "Katipolt Mobile App" for the Mobile App, as defaults their toggles are greyed and cannot be edited, only have Staff Members assigned/unassigned to/from them.
You can create a new Role that suits your requirements and assign Permissions to the Role, then assign Staff Members to that Role, which then allows the Staff Member to view or use that Role's selected features.
💡 TIP: A Role can be assigned to a Staff Member from that Staff Member's Profile Window, OR a Staff Member can be assigned to a Role from that Role.
⚠️ NOTE: The "Primary Contact" for the Katipolt Account always has access to Company Settings, so can access Roles to make changes to their, or any Staff Member's Role.
⚠️ NOTE: If a Staff Member has NOT been given an Access Level to Katipolt Desktop, even if they are assigned to a Role that has Katipolt Desktop Permissions, they will not be able to log in to use those permissions. If you want a Staff Member to access Katipolt Desktop and its features, see the Help Article: "Staff Access Level Desktop (Allow – Remove)"
To Add Edit Roles/Permission Levels
💡 TIP: The Role Permissions for Access Levels are:
Katipolt - Katipolt Desktop, and
Katipolt Mobile - Katipolt Mobile App
Quick Flow:
Company Settings Side Menu
Staff Top Tab
Roles Expandable Section
[+ADD]
Role Name
Assigned To
Katipolt and/or Katipolt Mobile Acess Level Tab
Permissions toggle "On"/"Off" to allow/restrict
[SAVE]
1. From the Side Menu, Press Company Settings, then Press the Staff Top Tab to display the Roles Expandable Section
2. From the Roles Expandable Section, Press [+ADD] to display the New Role Popup
3. From the New Role Popup;
Enter a "Role Name*",
From the Assigned To dropdown, Select Staff Member(s) to add to the Role,
Select Katipolt and/or Katipolt Mobile Access Level,
For the selected Access Level, Toggle options "On"/"Off" to allow/restrict Permissions Levels to a Katipolt feature
When finished [SAVE]
⚠️ NOTE: A Staff Member can only be assigned to 1 Role.
To Add Edit a Role/Permission Levels from a Staff Member
From a Staff Members Profile Window Role* field, Press the:
Dropdown options icon - to Select or Change a Role
Pencil - to Edit the Current Role
⚠️ NOTE: When Editing the Current Role, any permission changes to that Role will apply to ALL Staff assigned to that Role.