SF04. Assign Access Permissions for Staff – Oases Knowledge Base

Overview

The permissions tab in the staff page deals with two types of permission: the Access Level and Location Permissions.

Article Sections

Access Permissions

This is the top left section of the page and is the level of access to Oases and as such what they can see and what they can do when logged in.

This area looks like this when there is no log in created.

And like this when a log in is created. The area in the red box will not be visible to a staff member with a Coordinator login - Just to Admins.

Location Permissions

The bottom section of the page deals with the locations that a staff member is permitted to work with when they log in as shown below.

This tutorial deals with access permissions. Location permissions are covered in SF05. Location Permissions for Staff

Assign Access Permission

The access level is assigned prior to login creation, but may be changed due to promotion.

To create a login see SF03. Staff Login - Creation

1. Change the access level to the required access level. What each level can see and do is displayed on the permissions page in Set Up. SF13. Staff Access Levels

2. Assign a matching permission group unless an Admin has created a personalized permission group for that access level as shown in the image above. SU14. Permission Groups - Access Levels

3. If you need to create sessions in Oases for this staff member ensure that the tutor box is checked.

4. Checking the Financials box will release financial information to the login in the following way:

Tutor Access Level - Will not work and will not release invoicing or payroll information.

Lead Teacher Access Level - Will release payroll information and can perform payroll tasks for those tutors with the same location permissions.

Coordinator Access Level - Will release invoicing and payroll information and can perform payroll tasks and invoicing tasks for those tutors and lead teachers and customers with the same location permissions.

Admin Access Level - Has access to everything.