Streamline Team Management with Enhanced Role-Based Access Control

Hello, small business owners! We’re excited to share some fantastic news with you that can make your team management a whole lot easier. With our latest feature, you now have more control over who gets to see and manage your Forms, Surveys, Quizzes, and QR Codes. Let’s dive into the details!

📌 Why This Matters

Having the right permissions in place is vital for a smooth-running team. By controlling access to various tools based on user roles, you can ensure that everyone has the visibility they need without overwhelming them with information that isn’t relevant. This not only enhances focus but also improves overall team efficiency!

✨ What’s New

  • Role-Based Visibility: Tailor access so that team members only see what matters most to them.
  • Centralized Management: Easily configure permissions in the My Staff > Edit or Manage Team > Roles & Permissions section.
  • Granular Control: Switch each module ON/OFF, and assign specific view/manage rights individually.
  • Cleaner UI: Create a clutter-free interface where users only see tools relevant to their role, enhancing focus and productivity.

🛠️ How to Use It

  1. Step 1: Go to Settings > My Staff.
  2. Step 2: Select the team member you’d like to edit.
  3. Step 3: Toggle access to Forms, Surveys, Quizzes, or QR Codes as needed.
  4. Step 4: Check or uncheck the “View & manage” options to set the access level.
  5. Step 5: Click Save to apply your changes.

💡 Pro Tip

Regularly review and update user permissions to keep your team aligned and focused on their specific tasks!

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