In this video, we will teach you about the various access levels and advanced user settings you can apply to the user accounts in your database.

 

There are 4 different access levels that can be set for a user:

Limited Access:

  • Access to only assigned and owned items.
  • Additional access options can be configured in Daylite's User and Team Advanced Preferences.

Normal Access:

  • View and change records limited to their permissions.
  • Additional access options can be configured in Daylite's User and Team Advanced Preferences.

Administrator:

  • View and change records limited to their permissions.
  • Update all Daylite Preferences

Superuser:

  • View and change records regardless of permissions
  • Update all Daylite Preferences

Account Administrator:

Account Administrator is a special designation on the Daylite account for use in Account Manager. The Account Administrator is the first user added to Daylite and can perform the following functions:

  • Edit Billing information and plan
  • View and download invoices
  • Add or remove users
  • Export full database

Account Administrators can have any permission level and only Administrators and Superusers can modify Limited Normal Users' advanced access options. To configure this checkout the Daylite User Advanced Preferences.