Custom Access Rights

After many long months we’ve gone live with our newest feature: Custom Access Rights

Before this update, there were two kinds of rights you could assign to your sub-accounts: Editor and Viewer. We still have these as available options but now you can create your own access rights.

For example, you can create a role that only allows a sub-account to have access to one location. Or you can have a role that allows access to all your locations, but hides only one of your fields. You can even block off entire categories for your sub-accounts. Furthermore, you can restrict the right to run reports or the ability to check assets in and out. These roles can get pretty granular, but they are powerful and add a new level of security to your information. Plus, you can create as many roles as you like.

With this update, there is a change which affects all of our subscription tiers: any sub-account who is a “viewer” no longer has the ability to check assets in or out. They can still view asset loan information, but we’ve removed their ability to loan assets. We figured this more aligns with “viewer” rights. If you need your sub-account user to loan assets, you will have to give them “edit” rights.

Thanks for reading our update. Please reach out to us at [email protected] for any questions.

Check out our YouTube channel where you can view this new feature, along with our other features: Reftab YouTube Channel