Setting up employee event permissions allows you to control which checklists and event forms are available to each role. From Account Settings, permissions can be assigned by department and job title, ensuring employees only access the tasks relevant to their responsibilities. This helps maintain structure, accountability and consistency across event and checklist activity. This guide explains how to set up employee event permissions.
Quick Guide
Setting Up Employee Event Permissions
Click the cog in the top right.
Select Account Settings.
Scroll to Employee Access.
Click Employee Event Permissions to the right.
Select the relevant department.
Choose the job title.
All available event checklists will be displayed.
Tick the checklists you want to assign to that role.
Click Save.
A pop-up will confirm your changes have been saved.
Repeat as needed to update other roles or permissions.
Click Close to return to Account Settings.