Effective team management is crucial for optimizing productivity and achieving organizational goals. Atto's user role system empowers you to tailor access levels for each team member, ensuring that they have the necessary permissions to perform their tasks effectively while maintaining control over sensitive information.
Setting and Changing User Roles:
- Go to Settings > Manage Team.
- Select the team member from the list.
- On the Web: Choose the role from the Member Role dropdown.
- On the Mobile App: Tap System Role > select the role to assign > tap on Save.
Available User Roles and Their Permissions:
Admin:
- Tracks working hours, jobs, breaks, and time off, and reviews their own timesheets.
- Accesses all data and timesheets collected on the account.
- Adds/removes users with Manager or Employee roles.
- Edits the account's settings.
Manager:
- Tracks working hours, jobs, breaks, and time off, and reviews their own timesheets.
- Accesses all data and timesheets collected on the account.
- Adds/removes users with an Employee role.
Employee:
- Tracks working hours, jobs, breaks, and time off, and reviews their own timesheets only.
Account Owner:
- The user who created the Atto account.
- Manages billing and administers account subscription details.
- Only one user can be assigned this role.
Note: If you need to transfer account ownership, click here for further instructions.
By assigning appropriate user roles, you can streamline team management, enhance security, and optimize productivity within your organization. If you have any questions or need further assistance with user roles, Atto's support team is readily available to help.