How to Set Up and Manage Access Levels in Motivity

This article is most relevant to admins, supervisors, and staff who configure or oversee user access.

Overview:

Access Levels in Motivity determine what users can view, add, edit, or delete based on their role. Properly configuring these levels ensures that each team member has the right permissions for their responsibilities. This article explains how access levels work and provides step-by-step instructions for setting them up.

Locate Access Levels:

Navigate to the Admin Module and select "Access Levels."

Manage (edit/add/customize) Access Levels:

Managing/Editing Existing Access Levels

1. Use the drop-down menu to select the Access Level you want to modify.

2. Turning the toggle off removes all permissions for that domain. Turning the toggle on lets you choose which specific parts of the domain this role can access.

3. Once a permissions domain is turned on, you can go through its subdomains and toggle the specific permissions on or off.

4. You can rename Access Levels to better fit your organization (Ex: changing the "Site Director" Access Level title to "Admin"). To do this, click the pencil icon next to Edit Access Name in the top right corner of the page.

Adding New/Custom Access Levels

You can also create new access levels that are custom to your organization. To do so:

1. Orient to the Access Levels page and select "Add" in the top right corner.

2. Create a new access level from scratch or copy an existing one to use as a template. Once cloned, you can easily adjust the permissions as needed.

Note: Whether you are updating an existing access level, or adding a new one - don't forget to hit save on the bottom of the page!

Note: If your updates to an access level don’t appear immediately, the system may need a minute to process the changes.

Tip: Try logging out and then logging back in to see your updates.