The Goal: Understand how staff and member access levels control what users can do in your database and the Info Hub, and find the right article to use, customize, or create your own access levels.
Before You Begin:
- You will need staff permissions to manage access levels under Settings, Staff & User Access section.
- Review your default access levels first — your database ships pre-populated with access levels you can use as designed, customize, or replace with your own.
Step-by-Step Instructions
Access Levels drive what functions your staff will be able to perform in the database and what functions members will be able to perform in the Info Hub. Your database has been populated with default access levels that you can use as designed, customize to suit your business needs, or you can create your own access levels.
Common Pitfalls
- Editing a default access level in use: Changing a default access level affects every staff member or member already assigned to it. Before customizing, confirm who is assigned, or create a new access level instead to avoid unintentionally removing permissions.