8. Assigning Access

If you’re watching this training, it means you have Admin access to Bizimply.  But there are other levels of access you can create and assign to Employees on Bizimply, which have more restrictions and less visiblity. 

First, go to the top right-hand corner, click your name, in the drop-down menu, we’re going to select “Account Access”.  

If you want to see who are the other Admins on your account, click “Account Admins and Users” and you will see them listed at the top.  You can also add more by typing in their email address and clicking “Grant Access”.

We’ll now look at the most common form of access, which are “Location Roles”. In here are two default Roles which you can edit, just click on them to see the permissions. 

You can see here, this is a locked role, but you can change the role description if you want to.   You can see here then the features which are turned on and off, correspond to the features that we have across the top here in Bizimply.  

So if a feature is turned off, it means the Manager will not be able to see or access that feature when they log into their account.

So in this instance, you can see for the Dashboard,  the Dashboard is currently “On” for my Manager. If I click “Choose Options” here, I can see that the Manager can see all of the options in the Dashboard.  I may decide that I actually don’t want them to be able to see any of my labor costs before I give them access to the Dashboard, so I just need to untick this box.   

I can then scroll down through all the other features I have here and decide if I want to give my Manager access or not.

In this instance, I’m going to turn “off” access to Reports, and I’m going to turn “on” access to Forecasts. In Forecasts, I’m changing access so they can only view the forecast.   I don’t want them to be able to change any of them themselves.   When it comes to employee information, I’m going to decide that I am okay with the Manager viewing the Supervisors’ employee profile, but I don’t want them to see any other Manager profiles.   I’m not going to allow them to view Payroll Information at all,  or view and edit their own personal profile.  And I’m also not going to allow them to deactivate employees.

When it comes to the Schedule for this Manager Role, I’ve decided they should only see the front-of-house schedule.  I don’t want them to see the back-of-house schedule.  I also don’t want them to see individual costs, and I don’t want them to be able to unlock the schedule at any point without my permission.