Question
I want to be the only person that can delete an account or job. As it stands, any person can delete jobs and accounts. How do I change the settings?
Answer
In order to change the users and roles, you’ll need to be an administrator, so if you aren’t already, you’ll need to have an existing administrator make you one.
First, verify that only the administrators, such as yourself, have Administrator access.
- Go to the Admin menu, and choose Users
- If there’s someone who doesn’t need administrator privileges, click on their name and Edit User…
- Uncheck the box for Administrator
- Choose a role – of our standard roles, the most broad is Edit All Transactions, which is probably okay to start. There may be other roles in your JobTracker which are more appropriate for some people.
- Once you’ve decided on the roles for each user, click OK.
- Continue this for all users.
Now, make sure the roles don’t have Delete Account privileges
- Under the Admin menu, choose Roles
- For each of the roles, you can remove option to delete accounts. Click on a role (like Edit All Transactions, for instance)
- Choose Edit Role…
- The first section is Accounts – just un-check the boxes related to deleting accounts.
- As you scroll down the Roles page, you’ll notice there are similar sections for Quotes, Jobs, etc. You can uncheck the boxes for deleting each of those, too.
- Once you’re done, click OK.
Here’s a bit more help on roles - Creating Security Roles
The new user roles take effect immediately.