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Articles in this section
  1. Timely
  2. Account management
  3. Staff management
  4. Permissions

Permissions

  • How to give your staff access to client documents
  • How to edit or delete a staff member's access to your account
  • How to grant staff access to use PIN switching
  • How to grant access to an administrator
  • How to adjust your staff access for cash management
  • How to create a restricted staff view in the Consult app
  • How to add an administrator to your account
  • How to set permissions for Timely dashboard access
  • How to give staff access to photos via the Timely iOS app
  • How to give staff account access
  • How to manage staff access to locations
  • What areas of my Timely account can I set permissions for?
  • How to view the activity log
  • How to allow your staff permission to send SMS campaigns

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