Set Default Permissions for Staff

Taskly allows you to control what Basic staff can see and do, such as hiding pricing or allowing them to issue quotes. The following article outlines the permissions available and how to set them for all staff or for individual staff members.

Permissions for Basic Staff Explained

Basic staff can be given or denied access to pricing information and other staff's jobs, separately from their other permissions.

• View Pricing — Allows staff members to see service prices, quotes, and invoice totals on the bookings they're assigned to.

• Adjust Pricing When Completing Jobs — Allows staff members to adjust line item amounts on jobs they are assigned to when completing a job. They will be able to calculate a total invoice amount based on the line items if this permission is enabled.

• Issue Quotes and Invoices — Allows staff members to issue quotes for booking requests and create ad hoc invoices. They will be able to calculate a total invoice amount based on the line items if this permission is enabled.

• See Other Staff's Jobs — Allows staff members to see other staff members' jobs, even if they are not assigned to them.

• See Unassigned Jobs — Allows staff members to see jobs that have not been assigned to anyone.

Set Default Permissions for All Staff

1. Go to Settings, then Staff

2. Turn each permission on or off

3. Press Save Changes

Set Permissions for an Individual Staff Member

1. Open the Staff record

2. Press Edit

3. Turn each permission on or off for that staff member

4. Press Save Changes

Permissions only apply to Basic staff. Admin staff always have full access, and Info staff can't log in.

Learn how to add a staff member.