Permissions and Access Control

On Skynamo, management can decide how much access they would like their users to have (these are called permissions on Skynamo). These permissions are also split up per user role, which means that you can give some users more access than others, without having to set up the permissions for each person individually. 

For example, I can have a user role called "Account Manager" and assign all of the permissions to this user role, thus giving them access to the entire Skynamo system. I can then assign my 3 top managers on Skynamo to this role. At the same time, I can have a user role called "Field rep" and choose which permissions I want to grant them (such as being able to self-assign customers or download their customer list), while also choosing which permissions to deny them (such as accessing Reports and the User list). I can then assign all of my field reps to this role, thus giving them all the same access. 

Skynamo already has a few default user roles created, namely "Account Manager", "Manager", "Field rep", and "Office Admin". However, new roles with their own set of permissions can be created and existing roles' permissions can be changed at any time (usually by an Account Manager).

- This User Roles page can be found by clicking on your Settings icon and then navigating to the User Roles tab in the left-hand View panel:

- From here, you can add a new user role:

- Or you can edit an existing user role by clicking on it:

- When adding/editing a user role, you will be presented with a list of permissions that you can tick/untick:

- You can also edit the name of the user role at the top:

- Always remember to click Save/Create at the bottom when making changes:

 Existing role:

New role:

- You can also duplicate an existing user role (should you want mostly the same permissions with a few changes here and there), by hovering over the user role with your cursor and clicking on the Duplicate icon:

- Or you can delete an existing user role:

Please note, you can only delete a user role or edit the name of a user role, if no one is currently assigned to it. The user role page will show you the number of assigned users as well:

- You can assign a user to their role or change their role on the Users tab:

For instructions on how to add and manage users, please see the following article: 

If you are experiencing any issues, please contact our team by mailing us at [email protected].