You can specify within Daylite whether you want to work with permissions.
If you are already working in a team today or may do so in the foreseeable future, we recommend that you switch on permissions.
This works best if you combine this function with the settings under Teams.
Please first go to the Users & Teams and then to the Teams tab.
Teams
Examples of teams
Management
All
Accounting
Sales
Production
Once you have created the teams, use the + symbol to add the users who should be in one or more teams.
Permissions
You can assign different "views". Entire teams or individual persons can be added to each view that you define in the default settings using the + symbol.
Example of views (default settings)
Management
All
Accounting
Sales
Production
For each entry within a view, you can determine whether data records can only be read or also changed.
It is recommended to assign permissions based on teams rather than individual users.
When you add a new user in Daylite, you only need to assign them to a team. The user then inherits the access rights from their teams.
Learn more useful tips in our Daylite Academy
Related Articles:
How do I assign permissions in Daylite?
What does the permission private in Daylite mean?