Please note: The permissions section will only appear if you’re inviting a person into your account. You will need Administrator permissions in order to edit the permissions of other people.
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 choose 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.
- View means they will be able to view the corresponding section but can’t make any edits..
- Edit Items They Create means the person can create and edit their own bookings, time off, resources, projects, or clients etc, but they can’t make changes to those created by others. There is one exception - if someone has permission to Edit Items They Create in the Resources section, they will also be able to edit their own resource profile, even if it was added by somebody else.
- Edit All means the person can create and edit all bookings, time off, resources, projects, or clients etc. For security reasons, you should try to limit the resources with Edit All access to only those who truly need it, such as administrators.
Depending on the permissions you’ve set, you may see the above note advising you that some data could still be visible in other sections. An example of this would be if you gave someone No Access to the Resources section, but View access for the Schedule. Someone with these settings would not be able to access the Resources section, however they would still see the details of any bookable resources over in the Schedule.
Set all other sections to No Access if you want to fully restrict someone to viewing only their own events on their Dashboard.
To prevent people from adding time off via their Dashboard, simply untick the box. If the box is disabled, ensure Schedule > Time Off permissions are View or lower first.
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: If a user’s permissions in the app are set to No Access for Projects, Clients or Resources, they will still have View access for these sections via the API if they have been granted View access or higher for the Schedule.