Permission levels determine the functions an employee's user account has access to, while Site Access controls the sites or departments they can view. These two features combined are a powerful way of controlling what someone can see and do within Rotaready.
By default, an employee can only access the site/department associated with their currently active appointment. To grant access to additional sites or departments, you need to modify their site access settings. This is particularly useful for roles such as area managers or head office staff.
⚠️ Depending on your system configuration, the term 'site' can refer to a single physical site or a group of sites. Similarly, 'department' can refer to a specific department within a site or a physical site itself.
Using the Site Access Manager
To update the sites or areas an employee can access:
Click Settings from the main navigation
Find the site you want to assign to the employee
Click the Add employee button
Use the search box to find the employee's name
Click the Add employee button
To revoke an employee's access to a site, click the 'x' button next to their name.
⚠️ Assigning an employee to a site will automatically grant them access to all associated departments.
Customising site access
To customise the specific sites or departments an employee can access:
Click Staff from the main navigation
Find the employee you wish to modify
Click on the Account tab
Choose the appropriate Site access option to determine the accessible sites/departments (current site/department only, all sites/departments, or a custom selection)
⚠️ If an employee has been assigned a site via the Site Access Manager settings page, you must revoke their access there first before making any changes here.
❗️If the employee you're modifying is currently logged in, they may need to log out and back in again for the changes to take effect.