In This Article
- Who can use this feature?
- Advanced Actions
- Staff Members and Limited Staff Members
- Managers
- Owners and Primary Owners
Who can use this feature?
- Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
- User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ❌Staff, ❌Limited Staff
Advanced Actions
The Advanced Actions section on a Staff person's profile includes functionality to:
-
Delete a profile
-
Grant/Revoke staff privileges
-
Allow/Revoke Basic Report Access
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Allow/Revoke Financial Report Access
Staff Members and Limited Staff Members
Staff Members and Limited Staff Members do not have permission to see Advanced Actions.
Managers
Managers can go to a staff member's profile to revoke staff privileges or delete a staff profile.
Owners and Primary Owners
Owners and Primary Owners can do everything Managers can do in addition to managing access to reports.
