Tutorial: Administration of a Planyo account by multiple users (3 / 4)

Tutorial Table of Contents

part 1: Different administrative roles in Planyo
part 2: Adding administrating users to a Planyo site
part 3: Limiting access of user groups or specific users
part 4: Meta sites

Part 3 of 4: Limiting access of user groups or specific users

In Settings >> Administrative roles >> Restrict access of administrative roles you can tell Planyo which exact functions can be accessed either by the given administrative role generally (moderator / resource admin) or you can also set a particular user’s private permissions.

By default all functionalities are enabled, you must check a checkbox next to a functionality if you want to BLOCK user’s access to it. You’ll need to click on the Submit button to confirm your selection. At the very bottom of the window you can also choose a particular user. The permissions of a particular user (if set) will override the general settings for the entire user group.

In case of moderators, you can additionally limit their access only to specific resources. This is a useful workaround when you need more than one user to be a resource admin since there's only max. one admin per resource. By default moderators cannot manage other moderators (add or remove them or set their permissions) but this capability can be specifically added to selected moderators by the main admin.

Note that you cannot hide customers' personal details from the resource admins or moderators. If you need to do this, see Q306 in the FAQ for more information.