Assigning User Roles to Team Members

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Atto's innovative user role system provides the flexibility to customize access levels for each team member, ensuring they possess the necessary permissions for efficient task execution while maintaining control over sensitive information.

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.

Setting and Changing User Roles:

  1. Go to Settings > Manage Team.
  2. 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.

By assigning appropriate user roles, you elevate team performance, heighten data security, and optimize workflow within your organization. And don't hesitate to reach out! Atto's dedicated support team is always ready to assist you with any user role inquiries.

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