For administrators responsible for staff access.

Step 1

Open Settings > Access in Admin OS.

Step 2

Find Access profiles or Staff roles, depending on your account's setup. Open the profile or role you want to review.

Step 3

Read each area's access level. No access, View, Edit and Manage are different permissions; use the choices offered for that area.

Step 4

Review the role or profile type and room reach before saving. A profile can be organization-wide or limited to assigned rooms.

Step 5

Open the person's record in Team > People to check their assigned access and rooms.

Cloning an existing profile can provide a starting point when available. Review the clone before assigning anyone. A role name alone does not explain all its permissions.

If a person still cannot open an area, check their assignment, room scope and the feature's availability. Do not give organization-wide access merely to make a missing menu appear. Some system profiles are read-only; use the supported action rather than trying to bypass that restriction.