As your business grows, data security & privacy become much more important.
The ability to assign permissions and restrict access to certain users gives you much greater flexibility and control over your business and its data. For example, you may not wish to give a junior employee or apprentice access to all your accounting data and complete customer database. This information is not only sensitive but important to keep accurate and well-maintained.
While Gas Engineer Software’s basic plan is targeted towards sole traders, the Growth plan is designed to cater to businesses with fully-fledged teams.
By accessing the User Settings panel (click here for a step-by-step guide), you are able to customise specific user’s access rights. You can set access for:
Creating estimates, quotes, and invoices
Visibility over calendar events for all engineers
Access to the web portal & user management settings
Creation & assigning of calendar events
There are several benefits to doing this:
Security: By giving only key employees access to sensitive information, your data is kept much safer. Both malicious and accidental security breaches or data leaks are possible.
Efficiency: With fewer options and access rights, Gas Engineer Software is a simpler and easier software to operate. This can help new staff quickly get up to speed.
Accuracy: Accounts and customer data need to be kept accurate. Having a few key employees handling these aspects of your business ensures the work is done by professionals and not wrongly or accidentally entered, modified, or deleted.
Key to all this is that access rights should not hinder an employee's ability to do their job. We recommend following the principle of least privilege, which means an employee is given access to what’s required for their duties, but no more.
If you have any questions about advanced user roles and permissions, don’t hesitate to get in touch with a member of our support team.