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How to Create/Edit Security Roles

Overview

Using security roles in StudioCloud allows you to restrict what employees are allowed to do in StudioCloud.

How to Create/Edit Security Roles

  1. Click The Cloud Services component
  2. Click the EmployeeBoost tab
  3. Click the Manage Security Roles button
  4. Create a new security role or edit an existing security role
  5. Click the Save button

How to Restrict an Employees Login To the Mobile App Based On Location

StudioCloud supports restricting where an employee can use the mobile app by limiting the locations they could use the mobile app to an approved list of comma separated IP addresses.

To add an IP address to a security role create or edit a security role and select the checkbox next to the "Mobile Allowed IP Addresses" field. Then enter the desired comma separated IP addresses. To learn which IP address is yours click on the "What's My IP" button and it will open a browser to show your IP address. 

Add Security Role to Employee

  1. Create a new employee or edit an existing employee
    1. Click here for a tutorial on how to create or edit employees
  2. Select the desired security role from the drop down box under the Security Role Information header

List of Available Security Roles

Below is a list of available security role options in StudioCloud. Each option supports either allowing the employee to either access or not access a resource.

  • Client Security Role Options
    • Employee can view clients
    • Employee can access client reports
    • Employee can access client settings
    • Employee can change the client number
    • Employee can create clients
    • Employee can edit clients
    • Employee can delete clients
    • Employee can view clients modified by other employees
  • Calendar Security Role Options
    • Employee can view calendars
    • Employee can access calendar reports
    • Employee can access calendar settings
    • Employee can create sessions, appointments and events
    • Employee can edit sessions, appointments and events
    • Employee can delete sessions, appointments and events
    • Employee can drag and drop sessions, appointmments and events on the calendar
    • Employee can view sessions created by other employees
  • Point of Sale Security Role Options
    • Employee can view invoices
    • Employee can access point of sale reports
    • Employee can access point of sale settings
    • Employee can create invoicse
    • Employee can edit invoices
    • Employee can email invoices
    • Employee can print invoices
    • Employee can create estimates/quotes
    • Employee can edit estimates/quotes
    • Employee can delete estimates/quotes
    • Employee can create payment plans
    • Employee can edit payment plans
    • Employee can delete payment plans
    • Employee can create payments
    • Employee can edit payments
    • Employe can delete payments
    • Employee can unlock invoices and payments
    • Employee can enter a payment date that has already passed for a payment
    • Employee can create a refund
    • Employee can edit a refund
    • Employee can delete a refund
    • Employee can view estimates created by other employees
    • Employee can view invoices created by other employees
    • Employee can view payment plans created by other employees
    • Employee can view payments created by other employees
  • Project Management Security Role Options
    • Employee can view jobs, projects, and tasks
    • Employee can access project management reports
    • Employee can access project management settings
    • Employee can view projects and tasks assigned to other employees
  • Bookkeeping Security Role Options
    • Employee can access bookkeeping
    • Employee can access bookkeeping reports
    • Employee can access bookkeeping settings
  • Cloud Services Security Role Options
    • Employee can access Cloud Service settings
    • Employee can access CloudForms
    • Employee can access CloudBooking
    • Employee can access CloudStorage
    • Employee can access CloudProofing
    • Employee can access CloudAlerts
  • Mobile Security Options
    • Employee can login to the mobile app
    • Employee can access clients in the mobile app
    • Employee can access the calendar in the mobile app
    • Employee can access the point of sale in the mobile app
    • Employee can access the project management in the mobile app
    • Employee can access the time card in the mobile app
    • Employee can access the bookkeeping
  • StudioCloud Global Settings Security Role Options
    • Employee can view the global settings
  • Subscription Security Role Option
    • Employee can update the StudioCloud subscription