GeoOP has extensive permissions controls that enable you to control exactly what your users do and don’t have access to. To set these up you need to be logged on to GeoOP as an administrator.

1. Click on the company settings tab
2. Then click on the “Staff Roles” Tab
3. On the left hand side of the screen are your various roles. You can edit these by clicking “details” or you can create your own roles by filling in the blank filed and pressing “save”. User roles are whatever you want them to be but usually these are used to define a category of employee. You might for example have senior electricians and junior electricians.
4. Once you have pressed the details button next to a one of the standard user types or one you’ve just created you can load up all the types of “activities” that type of employee or contractor can charge out. We go over this in more detail in another article.
5. Click on the Permissions tab
6. Tick the permissions you want the role to have and then press save. The permissions work the same across all GeoOP platforms. For example, if you give the “Edit all jobs” permission then you can edit all jobs from our iPhone app or from GeoOP online.

Now you have set up a new role or edited an old one you need to tell GeoOP which employees are what role. Simply go into a staff members page from the “Staff” tab and click the edit button. There is drop down called “Staff Role”. Choose the correct role and press the “save changes” button.

Each user you apply a “role” to will have there permissions changed to what you have setup on their next GeoOP login.