Who can see what: Admin, Standard User and Restricted User

Every colleague has one of three access levels. An Admin sets it, and can add or remove individual permissions on top.

	Admin	Standard User	Restricted User
Clients and work	All	All	Only those they are on the team for
Settings	Yes	No	No
Insights	Yes	Yes	No
Export contact or work data	Yes	No	No
Create work	Yes	Yes	Only for clients they can see

Standard Users also start without Billing access and time administration; an Admin can turn these on per person.

Change a colleague’s access (Admins)

1. Go to Settings > Colleagues and hover the colleague’s row.

2. Press Edit permissions.

3. Choose an Access card, then tick or untick the boxes under Permissions: Contacts, Work, Time and Budgets, Billing and Insights.

   

   Edit Permissions: the access level, then individual permissions.

4. Press Save.

Note

A screen you cannot open is left out of your sidebar, and BMS also refuses it if you open its address directly.