Working manual
The team's access
Change someone's role or branches, remove access, and work for more than one company.
You are reading the manual without signing in. It describes the screens staff use; opening them needs an account, and the access on that account decides which ones appear.
Changing someone's access
Change a member's role or branches
- Who can do this
- The owner, or a manager for the branches they manage.
- What it achieves
- The person works with the new role or branches.
Before you start
- The person is an active member of the company.
Steps
- RequiredOpen Settings and choose Edit next to the person in Members.
- RequiredChoose the new role, tick their branches, or set them to suspended.
- RequiredChoose Save access.
What should happen next
The change applies straight away; the person's screens follow it.
If it does not work
- You cannot edit yourself: another owner or manager must make changes to your own access.
- Removing the last owner is refused.
Remove (the person icon with a cross) ends someone's access to this company. Their past work stays on record under their name.
Working for more than one company
One sign-in can belong to several companies, for example a driver who works for two laundries. Each company invites the person separately and gives them its own role and branches; the Sapha team approves a second company before the person can join it. After signing in the person chooses which company they are working for, and each company sees only its own work.