Member Permissions and Approvals restriction

In this article, we will cover the situation when the agency needs to limit access for agency members to different scopes, clients, etc.

By default, when the new scope was created, all members of the agency with permissions will be added to the scope team. But Scope provides a set of flexible settings to configure the member's permissions and approvals.

Note: Basic information about scope setting is presented on this page.

First of all, the agency should open the ‘Manage’ → ‘Members’ tab. On ‘Members’ tab choose team member and open permissions. Here you see ‘Permissions’ and ‘Approvals’ tabs.

In this case, we will discuss a situation, when an agency needs to limit to which scopes which team member should be assigned as a collaborator. To do this agency should switch to the ‘Approvals’ tab. Expand the ‘Scope’ settings section. Now you should see two settings for member ‘Submit’ and ‘Submit for all’.

‘Submit’ means permission to submit scopes and ‘Submit for all’ means permission to submit scopes overriding all other collaborators.

To limit one of the members of the agency, simply click on ‘Submit’ and sub-section with additional settings will be displayed. In that section click ‘Add client’. In the displayed drop-down you will see a list of all clients. Click ‘on’ for a client you wish to give access to. Now agency member has access to a specific client. To prevent agency members from accessing any other clients simply don’t turn on a client for them.

After you finished with choosing which clients members should have access to, pay attention to new settings in sub-section. ‘All other clients’ ( 1 ) setting means that member will have access to all other clients as well. Click ‘off’ and member will not be added as a collaborator to scopes with other clients.

This simple mechanic, with members limitation, can be applied to any other setting. The full list represented bellow.

Permissions
       Scope

•        View
•        Create
•        Delete
•        Archive
•        Comment
•        View rates
•        Edit discount
•        View Markup and Profit
•        Edit Markup and Profit
•        Delete resources
•        Unmap and Substitute roles

       Output

•        CSV
•        PDF
•        DOCX
•        XLSX

       Client

•        View
•        Edit
•        Create

Approvals

      Scope

•        Submit
•        Submit for all