Changing Employee Security Levels

You can set or change security levels in the personal information for each employee when you add the employee and from the employee profile screen, but the setup option lets you see and adjust security levels for all of your employees at once.

• On the Security tab in the Setup, click the Employee Security Levels tab.
• Double-click the employee to change the security level for. You could also click the employee and then click the Edit Employee Security Level button above the list.
• Pick the appropriate security level and then click Next. You can’t assign anyone a higher security level than your own, and you can’t change the security level for anyone with a higher security level than yours.
• Pick the appropriate security level and then click Next. You can’t assign anyone a higher security level than your own, and you can’t change the security level for anyone with a higher security level than yours.

Standard use of security levels:

7 - Owner
6 - office manager/production manager
5 - estimator/project manager   
3-4  - office staff
2 - technician/laborer   
1 - non-employee (limited access)   
0 - no Chronicle access