Updating Roles and Permissions

Overview

A user's role sets the baseline of what they can see and do in Astalty, and you can fine-tune individual permissions on top of that role. Both are managed from a user's Permissions tab.

Not everyone can update other users. Who can do what depends on your own role:

• Account Owner — can update Admins, Managers, and Team Members, and can transfer account ownership.
• Admin — can update Managers and Team Members by default. Updating another Admin requires the Can manage permissions for admin users permission (off by default), and no one but the Account Owner can update the Account Owner.
• Manager — cannot change other users' roles or permissions.
• Support Workers — their permissions can't be edited here. To change what a Support Worker can do, convert them to a Standard User (see Converting User Types).

Open a User's Permissions

1. Go to the Users section and select the user you want to update.
2. Open their Permissions tab. This is where you manage their role, status, and individual permissions.

Change a User's Role

To move a user between roles — for example, promoting a Team Member to Manager, or stepping an Admin down to limit their access — click Edit Role, choose the new role, and save.

Change a User's Status

From the Change Status menu you can restrict, deactivate, or reactivate an account — for example, when someone leaves your organisation. For the full process and what each status means, see Deactivating and Reactivating Users.

Fine-Tune Individual Permissions

To adjust what a user can do without changing their role, click Edit on the Permissions card and toggle the options on or off. The available toggles depend on the user's role and on which features your account has enabled.

Admin Permission Toggles

For Admin users you can toggle:

• Can access pages relating to Finance
• Can access Direct Charges
• Can invite users into Astalty
• Can manage User Records for all Users
• Can create and edit their own eSignature requests
• Can create and edit all eSignature requests
• Can manage HR details for users
• Can manage calendar events on behalf of other users
• Can manage Scheduling Costs
• Can manage permissions for admin users
• Can access the SMS inbox

Giving an Admin Access Without Finance

If you want a user to have Admin access but not see any financial data, open their Permissions tab, click Edit, and untick Can access pages relating to Finance, then update.

Manager Permission Toggles

For Manager users you can toggle:

• Can access pages relating to Finance
• Can access Direct Charges
• Can create and manage eSignatures
• Can access Scheduling
• Can manage calendar events on behalf of other users
• Can access the SMS inbox

Team Member Permission Toggles

For Team Member users you can toggle:

• Can delegate Tasks
• Can access all Participants
• Can edit Participant plans
• Can edit Participant plan services
• Can create and manage eSignatures
• Can access the My Billable Charges Report
• Can access the SMS inbox

Transfer Account Ownership

The Account Owner can hand ownership to another Admin user. From that Admin's Permissions tab, choose Transfer Account Ownership and confirm.

Video Walkthrough