Assign permissions to different users and user groups to control what users can see and do. 

Learn how to:

  • Configure access for individual users
  • Configure access for user groups

Plans & Permissions:

  • Plans: Free CRM, SalesCRM, PM, ERP
  • Permissions: Admin

Administrator or owner access

When you open a new Taimer account, you are automatically added to the Administrators User Group. The Administrators group is automatically given access to all key features in Taimer available for the plan purchased. If you add a new user to the Administrators group, they will have the same access rights in Taimer.  To learn more about user groups, click here

NB! Access to Administrators group is different from providing Admin access to a user from the Permissions page. Having Admin access only allows the user/user group access to the various settings in Taimer. They still need to be given permissions for all other features unless they are already part of the Administrators user group. 

Permissions or Access rights

There are two roles for access to the Taimer software - Users and User Groups and there are two access rights - View access and Edit access. 

View access allows users/groups to only view certain features or the changes made, whereas edit access allows them make changes in the account.

Set up view access 

  • Navigate to User Management > Permissions from your Taimer settings
  • Navigate to the View column
  • Select the user or user group from the dropdown to provide View access for the selected feature

Set up edit access

  • Navigate to User Management > Permissions from your Taimer settings
  • Navigate to the Edit column
  • Select the user or user group from the dropdown to provide Edit access for the selected feature

To provide access to multiple features

  • Navigate to User Management > Permissions from your Taimer settings
  • Click on the checkbox next to the features
  • Navigate to Select users and groups tab in the header
  • Select the user or user group from the dropdown
  • Now click on Options to add or remove permissions for the selected features

Other related articles:

How to set up your Taimer profile

How to update your company details

How to download and activate the Taimer apps

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