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How do I manage my users' roles and permissions?

Owners set each user's role and can add per-person exceptions on the user's Configuration tab.

Each user has a role: Owner, Admin, Coordinator or Recruiter. The role decides what they see and can do, and the menu only shows what their role allows.

Change a user's role

  1. Click Users and open the user.
  2. Go to Configuration, choose the Role, and click Save role.

Give one person an exception

  1. On the user's Configuration tab, check or uncheck boxes such as View invoices, See pay rates, Approve timesheets or Financial exports.
  2. Click Save configuration. To undo, click Reset all to role defaults.

Good to know

  • Changes take effect right away and are logged.
  • You can't change your own role, remove the last Owner, or give someone a permission you don't have.
  • To deactivate one of your users: Configuration, then Active status, then Deactivate.
  • You can resend an invite from the Users list. Adding a brand new user is done by BOSS; contact BOSS Support.
  • Your clients' users have the same Configuration tab. To deactivate or reactivate a client user, click Ask BOSS to deactivate or Ask BOSS to reactivate.

Questions? Contact BOSS Support at support@backofficenow.com.