User access

 

Log in to the system with your administrator account. Follow the steps below to set user category access and manage permissions for each user:

Setting Individual User Category Access

1. Access the People page, where you can manage users and their permissions.
2. Locate the specific user for whom you'd like to set category access.
3. In the user line, at the end of the line, click on the 3-dotted menu and select the "Set Category Access" option to open a modal window.
4. Within the modal window, find the list of available categories. To grant or deny access to a specific category, check or uncheck the corresponding checkbox.
5. Once you've made your desired selections, click the "Save" button to apply the changes to the user's category access.

That's it! The user's access permissions have now been updated, and they will only be able to see the spots in the calendar view associated with the categories they have access to. If you need to make further changes to a user's category access, simply repeat these steps and update the checkboxes as needed.

Enabling Automatic Category Permissions for New Users

This feature is particularly useful if the majority of your users need access to all categories.

In addition to manually granting category access, administrators can also set automatic permissions for categories in the "Organization Settings" section. This feature allows new users to automatically receive permissions for all categories upon joining the organization. 

Please note that this setting applies to all new users who join the organization after the setting is enabled. Existing users will not be affected.