You can easily manage who has admin access to your team's schedules within Surfboard.
There are two types of roles within Surfboard:
Manager: users have access to the manager account and their edit/view permissions can be defined per team.
Surfer: users can only see their own schedule and can preview the team schedule.
💡 It's possible to be a manager and a surfer and view both accounts if you are also scheduled within Surfboard.
Team permissions
Surfboard offers team permissions to enhance control, streamline workflows and better support organisations with multiple teams.
It allows you to control which team schedules managers can access. By defining specific permissions for each manager, you can tailor access on a team by team basis. The ensures that only the right people can make changes to relevant schedules – preventing unwanted or accidental edits.
How to give someone admin access
In the manager account, go to ⚙️ Settings > Manage Access
Click the 'new admin' button in the top right of the page
Add the person's name and email address
Next, define the access that this manager has per team. By default new managers will have edit and view access to all teams, but you can add or remove access as needed:
View - team will be visible in the schedule but manager will not be able to make any changes to their schedule
View and edit - team will be visible in the schedule and manager will be able to make changes to their schedule
Hit save
If this person is already a surfer in Surfboard, their account will update giving them manager access. (Note, they will usually need to log in and out again for their account to update.
If this person is new to Surfboard, click the 'invite' button next to their name in the table. They'll be sent an email to join your Surfboard account.
💡 A user needs to have accepted their surfer invitation before you can send them a manager invitation
How to switch between the surfer and manager accounts
In the manager account:
Click on your avatar in the top right corner of your screen.
Select 'switch to surfer'
You'll now be taken to your personal surfer account.
In the surfer account:
Click on your avatar in the top right corner of your screen.
Select 'switch to admin'
You'll now be taken to your company's manager account.
How to update a users admin access
In the manager account, go to ⚙️ Settings > Manage Access
Click the checkbox next to the person's name who you want to revoke access from
Edit their permissions per team using the dropdown fields in the form
Click save.
How to remove admin access
In the manager account, go to ⚙️ Settings > Manage Access
Click the checkbox next to the person's name who you want to revoke access from
Select 'remove access' from the form on the right of your page
This person will no longer have admin access to your account
If this person is already a surfer in Surfboard, they will still be able to access their surfer account.