Please note: The permissions section will only appear if you’re inviting a person into your account.
Resource Guru has 3 preset permission levels for those invited to join the account: Basic User, Manager, and Administrator. To give you greater flexibility and control, you can completely customize the permissions to suit your needs.
To see the permissions in each preset, just click Show permissions and toggle between the options. To customize, simply drag the sliders to the permissions you want for that person.
- No Access means that the person can’t see that section on their navigation bar and won’t be able to access it. But, anyone invited into your account still has access to their own Dashboard where they will see their own bookings and time off. However, they will not be able add or edit items where No Access is configured.
- View means they will be able to view the corresponding section but can’t make any edits. View permissions for time off allow users to add time off via their Dashboards. To prevent this, you can set it to No Access instead.
- Manage Own means the person can create and edit their own bookings, time off, resources, projects, or clients, but they can’t make changes to those created by others. There is one exception - if someone has Manage Own permissions in the Resources section, they will also be able to edit their own resource profile, even if it was added by somebody else.
- Manage All means the person can create and edit all bookings, time off, resources, projects, and clients. For security reasons, you should try to limit the resources with Manage All access to only those who truly need it, such as administrators.
Set all sliders to No Access if you want to fully restrict someone to viewing only their own calendar events. They will still see their personal Dashboard and profile settings but won’t be able to see or access any other part of the app.
Administrators can edit Settings (including default availability and custom fields) and have full control over all aspects of an account, with the exception of Billing (only account owners can access the billing section).
Please note: You will need Administrator permissions in order to edit the permissions of other resources.