Within Sine, you will be able to set permissions per platform—both Core and Workflows. In this article, we will look at how to set up team permissions for Sine Core.
There are four standard roles for team members. These are Team Administrator, Site Administrator, Front Desk & Security and Reporting User. For customers that have purchased 'Lobbies' they will also see an additional Lobby Administrator role. See the below table for a summary of roles and their associated permissions:
Note: To connect an iPad, the user must be either a Site Administrator or a Team Administrator.
As a Team Administrator, click Admin in the bottom left-hand corner of the web dashboard which will open to the People tab in the Admin portal.
Click the Invite team member button and enter the email address of your collaborator. Click Add permissions to proceed to the next step which will allow you select the level of permission to the grant to the new team member.
The available roles and their permissions may include:
Site Administrators have access to all functionality specific to their assigned Location(s) including Activity, Invitations, Reports, and Hosts. They do not have access to Admin, Billing, or Lobbies functionality.
Front Desk & Security have access to Activity, Invitations, Reports and read access to Hosts, specific to their assigned Location(s).
Reporting users only have access to Reports, specific to their assigned Location(s).
Lobby Administrators (available for customers who have purchased add-on) have access to all lobbies, including creating a lobby and adding a display.
If you select any role with the exception of Team Administrator, you will be prompted to choose the location(s) that the new team member will have access to. This will assign the team member to that location, with access to all functionality from that location only. Alternatively, you may set access to All Locations to grant permissions to all locations.
Finally, click Save team member. Your collaborator will now be invited. Make sure the invitee accepts the email and creates an account if they don’t have one.