When it comes to running a business, there are different roles and responsibilities. Similarly, when a new user is added to Axonaut, you must indicate which menus they can access within the platform. In Axonaut, there are 9 levels of access:
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Admin (access to everything)
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Sales rep (access to the business menu)
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Sales manager (access to the business menu & business stats)
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Ticketing
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Expenses and suppliers
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Project Management
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Marketing
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None (the most limited level of access. Can submit expenses, view tasks)
There are different features (and data-access) associated with each level, as indicated by the table:
Default settings
By default, there are certain menus (like timesheets, expense claims and tasks) that all user profiles can access. There are also menus that are reserved exclusively for admins by default (like revenue, expense statistics and invoices). In the case of Business stats, Admins and Sales Managers have access but Sales reps do not.
Tailored roles
Each business is unique and the roles may be delegated differently. To accommodate those differences, it is possible to grant individual users access to multiple menus as well as impose specific limitations / abilities.
(Left). Example of a user with multiple roles. (Right). Individual limitations/abilities.
Individual limitations / abilities for users include,
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This user can not create invoices.
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Show this user’s sale performance in charts. (*Relevant for Sales reps)
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This user can delete company information (leads, expenses, etc.) even if they’re not an admin.
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This user receives customer service emails.
Specific settings for sales reps
By default, Sales reps do not have access to business stats like Sales Managers. Furthermore, Admins can prevent sales reps from doing certain things, such as:
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Seeing the leads/customers of another sales rep.
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Changing product lists/adding additional products to preset quotes and invoices.
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Altering the price or description of products in quotes and invoices.
Note: If admins do the invoicing in your company, we recommend checking the box “Show this user’s sales performance in charts“ for sales reps. That way, the sales charts will reflect who actually won the contract (rather than who sent the invoice).
How to Add or Remove a User from your Axonaut account.
1/ To add a new user to your Axonaut account, go to Settings (top right). Next, click ‘Users’.
2/ From the Users dashboard, select ‘Add a user’ in the top right.
3/ Enter the user’s email address. Under ‘Access rights’ determine which features the user can access in Axonaut. Finally, click Save.
Once a new user’s profile has been saved, they will automatically receive an email from Axonaut inviting them to login.
Access rights: You can grant employees access to everything (Admin), specific features within the platform (for example, “project management”) or combine access rights as you see fit. To learn more, please refer to the Axonaut User Permissions Guide.
Important: The new user’s email must not already be associated with an Axonaut account.
Pay-per-user: If your current Axonaut subscription does not include extra users, you will be asked to pay when adding a new user.
How to delete a user in Axonaut.
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Go to the Users dashboard (Settings > Users)
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Under Inactivate, click the Trash bin icon
Following deletion, the user will no longer be able to access your Axonaut account. Data they created (for example, leads or new customer files) will remain. Only admins can delete users.
How to edit an existing user’s access rights.
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Go to the Users Dashboard (Settings > Users)
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Click on the email address of the user
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You can now edit access rights, if you are an admin
How to adjust access rights for an existing user in Axonaut
Note: You must be an admin.
1/ Go to Settings (top right) then select Users.
2/ Click the user’s email address to view their profile.
3/ Edit their access rights using the menus on the right.
4/ Optional: To edit advanced permissions for Sales reps, click on the link as indicated.
Updating access rights in Axonaut is designed to be simple.
And it costs nothing. So edit access and restrict as you see fit.
After all, knowing which features are going to be the most relevant for your employees depends on the unique structure of your business. If you have questions about user permissions or would like to consult one of our software experts, we’re here for you! Reach out at support@axonaut.com