Team Member Privileges

Privileges for team members in Claret are managed within a team member's profile. Only 'Admin' team members can alter other team member privileges.

Within each feature, there are three possible privileges:

1. Planner - This gives the team member full access to all functionality, allowing data to be added, edited and deleted.

2. View Only - This allows the team member to read and view data, but no changes are able to be made.

3. No Access - The team member will not even be able to see the feature in the menu.

Go to Settings > Workspace Settings > Team

You will then be able to edit a team member's access levels against modules and settings. This can be done by clicking the 'chiclet' against the team member's name, in the relevant permission column, and then selecting the option.

Individual Team Member Settings

To edit an team member's settings, select the 'edit' pencil icon beside the team member who's privileges you wish to manage.

This will open the team member's individual settings page.

Within this page there are multiple ways to manage permissions.

General settings

Above the settings table, there are some options to allow updates across multiple modules. There are two features available here.

1. Set a team member as a 'Workspace Admin' team member. When you select this checkbox, the team member will have access to all functions. This will default all privileges to 'Planner', across all modules and settings.

2. You can set the currently selected team member's permissions to be the same as another team member's by using the 'Set Permissions Based On' feature. Simply choose the team member who's permissions you wish to copy, and then select 'Copy permissions'. In the below, our currently selected user, Jacinda Smith, would be set to have the same privileges as Enzo Arthur.

Granular Permissions

Some modules contain the ability to edit more granular permissions. If this option is available for a team member, you will be able to click the 'Edit' link in the 'Granular Permissions' column.

For example, within Sales Collaboration, if a team member has been set to 'Planner', there is also the ability to manage the team member's privileges down to the hierarchy level.

By default, team members will have 'Access To All Hierarchies' and hence will be able to enter any data that has been set within Sales Collaboration as 'editable'.

When the switch is turned off however, you can manage whether a team member is able to edit data right down to the lowest level item and customer group level.

First, select the Hierarchy Type and then Hierarchy you wish to change a team member's access for. This will show the items/customer groups within that hierarchy. By default, all items/customer groups will be selected. This means the team member can edit any data related to the selected item/customer group.

If an item is unselected though, this will mean the team member CANNOT edit any data related to that item in Sales Collaboration.

So, if we remove all access to the 'Premium' item group, this means the team member will not be able to edit any data for Item@CustomerGroups containing that item, even if the data is set to editable.

Example of a Sales Collaboration view's configuration BEFORE the permission change.

Example of a Sales Collaboration view AFTER the permission change.