All updates
Redesign
Access types: screens arranged like the menu
The access types window has been rebuilt: a list as a table, then a three-column editor, with the screens arranged exactly like the menu and the menu the person will see.
In Settings › Access › Users, the “Access types” button opens the list: for each type, the role it starts from, what it changes (editable, view-only or hidden screens), where it applies and who has it. “Duplicate” creates a new type from an existing one.
What changes for you
- An access type starts from the office (Administrator, Manager, Cleaning manager, Delivery manager) or from the field (Field worker and their activities).
- Screens are arranged like the menu: Overview, Day-to-day, Management, Settings, Field space. One setting is enough for a whole group; an exception is highlighted.
- Three choices: Hidden, View, Edit. “Per role” is merged into “Edit”, which had the same effect.
- An access type hides screens or sets them to view only; it does not open screens. Those the starting role does not open are marked “not in this role”.
- On the right, the menu the person will see, on computer or on phone, changes with every click.
- Before you delete an access type, the window tells you who loses it: these people keep their role and their individual settings.
- Hiding the Dashboard now hides only the Dashboard. Existing access types keep their settings.