Skip to content
  • There are no suggestions because the search field is empty.

How do I Set Staff Permissions?

Staff Permissions Management

Configure staff permissions to control access and capabilities within the Playbook365 staff menu. Assign specific functions or replicate existing permissions from another staff member to efficiently manage staff accounts.

Accessing Staff Accounts

Navigate to the Staff Menu

Log in to your Playbook365 dashboard and select the "Staff" menu item to access the list of all staff members and manage their accounts and permissions.

The screenshot displays the Playbook365 dashboard, showing sales and order data visualizations for Events, Products, Tickets, and Insurance over a 7-day period. The user is currently on the 'Staff' section.

Select a Staff Member for Editing

Locate the desired staff member from the list and select their entry to open their profile and modify their details and permissions.

The user is viewing the 'Members' section within the 'Event Management' area, specifically looking at the workforce. The user is viewing the details of a member named 'Joe Scorekeeper'.

Editing Staff Permissions

Open the Edit Member Interface

Select the pencil icon next to a staff member's name to open the edit interface and begin modifying their information or permissions.

The screenshot shows the 'Edit Members' modal within the Playbook365 platform, specifically focusing on the 'User Profile' tab for a user named Joe Scorekeeper.

Access the Permissions Tab

Select the "Permissions" tab within the edit interface to manage the staff member's access rights and capabilities within Playbook365.

The user is in the 'Edit Members' section of the Playbook365 platform, specifically within the 'Permissions' tab, and is using the 'Copy Selection From Staff' feature to manage user permissions.

Copy Permissions from Another Staff Member

To apply a set of permissions quickly, use the "Copy Selection From Staff" dropdown within the "Permissions" tab. Select an existing staff member to replicate their permission settings.

The user is in the 'Edit Members' section of Playbook365, specifically within the 'Permissions' tab, and is presented with an option to copy permissions from other staff members.

Streamline Permission Setup

Replicate permissions from an existing staff member to save time when roles are similar.

Assign Individual Permissions

Customize a staff member's access by navigating through the "Menu" and "Functions" sections within the "Permissions" tab. Enable or disable specific items to grant or restrict access. For example, under "Event Management," you can grant access to "score and schedules" or "standings.".

The user is viewing the permissions settings for a member within the Playbook365 platform, specifically focusing on the options related to event management, such as calculating rankings and duplicating events.

Save Permission Changes

Select the "Finish" button to apply all modifications made to the staff member's permissions and save the updated access rights.

The user is editing a member's permissions within the Playbook365 platform. The screenshot shows the 'Edit Members' dialog, specifically the 'Permissions' tab, where the user can manage access to various features like 'Event Management' and 'Facility Management'.