How to assign special access and platform permissions to managers and administrators by changing your users’ roles on OneTapConnect.
Access levels are permission sets that enable you to determine who has access to what information and/or resources.
As you begin to assemble your team of OneTapConnect users, it is important to keep in mind that any users you add to your account will have restricted access to the OneTapConnect platform unless they are assigned a special user role on your account.
If you would like to authorize a specific person to help you manage your company’s account, you can grant additional privileges to existing users under the “User roles” tab on the “Account & billing” page.
There are three different access levels that can be assigned to OneTapConnect users:
- SuperAdmins are account owners who can manage all aspects of their company’s OneTapConnect account. They have unrestricted access to any company and user information that has been saved to their account, and only a SuperAdmin can elect to add or remove another SuperAdmin from their account.
- Administrators have the same unrestricted access to information as SuperAdmins, but they cannot assign themselves or any other user to the role of a SuperAdmin.
- Managers can add/remove users, create user groups and manage team members’ information, but they cannot access account or billing information, and they cannot assign user roles to existing users.
If you are the owner (or creator) of your company’s OneTapConnect account, you will automatically be granted full access to the OneTapConnect platform as the SuperAdmin of your own account.
Unless assigned a special role as a manager or an administrator, all other users will be considered team members with limited access to the OneTapConnect platform. Essentially, team members can only use the platform to view and/or access their own personal information, but these permissions can additionally be restricted by managers and administrators under “User profile settings” on the “Settings” page.