Overview
Manage user permissions effectively by navigating the permissions screen in STAKT, where you can view and adjust access settings for various features, ensuring the right individuals have the appropriate levels of access.
Navigate Permissions Screen
Access Permissions Management
From the header navigation, clickPeople, and from the People page, click the Permissions button.
Tab Between Permission Types
The top row of tabs on the permissions page,includes People, Comp Plan, Projects, Payroll, Rep Reports, Reports, and Admin. Clicking between these tabs will show you separate permission types that are related to the name of the tab.
Select Users
Click the Dropdown to view the list of users.
The dropdown menu will expand, displaying the available users.
To select a user, expand the dropdown menu. Carefully choose the correct user from the list to ensure accurate permissions management.
Adjust Access Toggles
Once you have selected the specific permission type by selecting the tab as well as the user whose permissions you want to set or modify, use the toggle buttons to adjust permissions.
Click Toggle to adjust to 'yes' to grant access or 'no' to deny it. The changes take effect after the user logs out and back in.
Logout/Login to see Updates to Permissions
After adjusting permissions, your users will have to log out and then log back in to see the changes take effect.
Batch Update Access
For a specific user, you can batch update access by clicking the All to Yes or All to No buttons underneath the tabs on the Permissions page