Within Plannr, employees can have one of three roles which determines which areas of the system they can access. More information on creating an employee login is available here.
Admin
Users have access to control all Settings except for Billing. They can see other individual's Tasks and clients in Groups that they are not a part of.
Owners
Users have super-level access and can control Billing, Groups, Branding and all other firm-level Settings.
We will be making some enhancements to employee permissions enabling further controls over access - keep an eye out on the Plannr Community for updates
Member
Users have day-to-day access to Plannr. They cannot access Key Metrics, Income Reconciliation, Reporting/Exports and Imports. They cannot see other individuals' Tasks or clients in Groups that they are not a part of. Members have access to some areas under settings including; account details, filters, logins, mailboxes, personal access tokens, preferences and security.
