User permissions

Permissions is an important and useful feature for accounts with many users. It let you limit access to just the functionality that is relevant for each user, and lessen the change for undesired changes and deletions.

There are two ways of setting permissions:

1. Set the permissions one-by-one
2. Batch set permissions for multiple selected users in one operation

If the account has a large amount of users, the batch operations can save you a lot of time. Simply select/tick the users you want to set permissions for. The batch options will appear in the bottom of the screen. Then click Set permissions.

To check the current permissions of a user, you must however click the cog icon by that user.

Set permissions

You have a lot of options to choose from, but you can also select a preset as a starting point. When selecting a preset, typical permissions are set, but you can customize the permissions from there. This will not affect the presets for later use.

• Interfaces

  • Web App: Decide whether to give accees to the web app (at https://c-xxxxx.itefy.com/) or not. Users that only do simple tasks like check-out and check-in  may not need access to the web app.
  • Mobile App: Decide whether to give access to the account through the Android and iOS app. Most users should be given access.

• Actions

  • Checkout & checkin: If enabled, the user(s) will be able to check out and check in assets.
  • Book: If enabled, the user(s) will be able to create, change and delete asset reservations.
  • Location: If enabled, the user(s) will be able to change locations for items.
  • Condition: If enabled, the user(s) will be able to change condition for items.
  • Events: If enabled, the user(s) will be able to add, edit and delete item events.
  • Inventory: If enabled, the user(s) will be able to pick, add and adjust inventory stock on items where inventory is enabled.
  • Issues: If enabled, the user(s) will be able to create, edit, delete and participate on item issues.

• Content

  • WARNING! We strongly recommend that most users DO NOT have permissions to any of the content management sections.
  • Items: If enabled, the user(s) will be able to create, edit and delete items and its description, type, filters, files, pictures and video.
  • QR codes: If enabled, the user(s) will be able to manage QR codes (mobile app) on items, and print QR labels from the web interface.
  • Types: If enabled, the user(s) will be able to add, edit and change custom item types.
  • Filters: If enabled, the user(s) will be able to add, edit and change custom filters.
  • Locations: If enabled, the user(s) will be able to add, edit and delete custom locations.

• Administration

  • WARNING! We strongly recommend that most users DO NOT have permissions to any of the administration sections.
  • Users: If enabled, the user(s) will be able to add users, edit permissions and delete users.
  • Account: If enabled, the user(s) will be able to change the account settings (account name, default timezone). Usually, only the account owner should have access (owner has full access by default).
  • Subscription: If enabled, the user(s) will be able to change subscription, customer info, download invoices, cancel account. Usually, only the account owner should have access (owner has full access by default).