How do I set Employee Roles and Permissions in RepairDesk?

RepairDesk provides you the functionality of defining, setting and implementing different employee roles and to control their access to RepairDesk. Different employees use RepairDesk for various roles and require different levels of access. RepairDesk allows you to assign a specific access level to each employee so that they can access functionality only relevant to their job role.

 Steps:

1.      Go to Settings >> Employees >> Roles to add or remove employee roles. By default there are two roles, Owner and Defualt which cannot be added or deleted and allow an overall access to RepairDesk. These are superuser accounts, so that the business owner can view all functionalities of RepairDesk. Think of them as an admin account.
In this section you can add, view, edit or remove an employee role. To add an employee role, click on the ADD  ROLE button at the top left. A window will open in which you can enter the name of the new employee role. Click on Add to save the role.



2.      You can also edit the name of a current role by simply clicking on the role and editing it in the text box.


3.      To set permission for an employee role you can either do it from Settings >> Employees >> Roles, by clicking in the Action button next to an employee role and clicking on edit OR by going to Settings >> Employees >> Roles Permissions, selecting a role from the drop down menu at the top and then selecting multiple check boxes describing various levels of access. These access can be described in three main categories:
Access: allowing the employee to view or access that particular section
Edit: enabling employee to change or modify data or settings
Delete: Removing data or settings in a particular section
Once you have made the changes and have defined what sections you want a particular employee to section, save these settings.


4.      If you want a specific employee to access RepairDesk from a particular IP only for security purpose,  you can select the specific IP by going to Settings>> Employees >> Manage Employees, selecting the specific employee and going to the IP White list section. This allows you to set a particular IP through which the employee can access RepairDesk. If the employee will try to access the RepairDesk from another IP, which is not stated in the White list then they cannot access or vie RepairDesk. You can also add multiple IP addresses for a particular employee. Simply click on the ADD IP button and enter the IP address. To remove an IP address, just click on the trash bin icon next to the IP address. Finally, hit the Save button to save changes. If no specific IP has been added then the user or employee can access RepairDesk from anywhere.

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