This article explains how to view settings for any access level and edit permissions for custom access levels.
 

Before you read

• Target audience: This article is for users with System Administrator access.
• Plan variations: All Deputy plans include built-in access levels. Pro and Enterprise plans include the ability to create Custom access levels.
• Feature update: Custom access levels has a new look in Business settings. This change is being gradually rolled out to all eligible Deputy accounts. If you're not on the new access level experience yet, check out Classic custom access levels and permissions (Discontinuing).
   

This article covers:

• Where can I find access level settings?
• How do I view or edit permissions?
• How do I check assigned team members?
• How do I view or edit access level details (eg. name, reporting structure or 2FA)?
• How do I delete an access level?
• FAQs
  • Why can I make changes some access levels, but not others?
  • How do I change a team member's access level?
  • Can I see who has made changes to custom access levels, and what changes have been made?
     

Where can I find access level settings?

To manage your access levels, you'll first need to navigate to the correct section in your Business Settings.

1. Click your profile photo in the top-right corner, then select Business Settings from the menu.

2. Click the Access & permissions tab.
 

3. Select Access levels.

Note: If you don't see this option at the top of the Access & permissions tab, you may not have access to this experience yet. Check out Customizing access levels and permissions to learn about our classic (discontinuing) feature.

How do I view or edit permissions?

The Permissions tab allows you to see or change what team members can do in Deputy.

Note: The permissions for Deputy's default access levels are view-only. You can only change the permissions for custom access levels created by your organization.
 

1. On the Access levels page, click the three dots icon (...) next to the level you want to manage.

2. Select View for default built-in access levels (indicated by the icon). Select Edit for custom levels.

3. In the Permissions tab, find the category you want to view or edit (e.g. The basics or Schedule management). You can scroll down the page or use the menu on the right-hand side to jump to a permission category.
 

4. For custom levels, click the checkbox next to a permission to turn it on or off. A checkmark means the permission is enabled.

Note: If you want to start with all permissions enabled or disabled, click Select all or Unselect all, then decide one-by-one which permissions should be allowed for this access level.

5. Click Save changes in the top right corner to implement any edits. 
 

Check out Getting started with custom access levels to understand Deputy's permissions categories and find reference guides for each permission. 
 

How do I check assigned team members?

You can see a list of everyone assigned to a specific level to make sure the right people have the right access.

1. Go to Access levels in Business settings.

2. Click the three dots icon (...) next to the level you want to manage. For default access levels, select View, or for custom access levels, select Edit.

3. Click the Team members tab. The number listed indicates how many users have been assigned this access level.

4. Review the list of names.

Note: To change a team member's access level, edit their Employment details in the People tab.
 

How do view or edit I change access level details?

Use the Level details tab to review the name and reporting structure of an access level.

1. Go to Access levels in Business settings.

2. Click the three dots icon (...) next to the level you want to manage. For default access levels, select View, or for custom access levels, select Edit.

3. Click the Level details tab to review following details:

• Name: Edit the access level name, if required.
• Reports to: Use the drop-down menu to change the reporting structure selections, if required.
• (Optional) Also reports to:  Select additional managers for the reporting structure, if required.
• (Optional) Enforce two-factor authentification (2FA): Select or deselect the checkbox to change security requirements.

4. Click Save changes if you've made edits to a custom access level. 

To learn more about when and why to create custom access levels, check out Getting started with Custom access levels.

How do I delete an access level?

Default access levels can't be deleted. You can only delete custom access levels your organization has created.

Important note: You'll first need to reassign any team members using the access level before it can be deleted. 
 

1. Go to Access levels in Business settings.

2. Locate the custom access level you want to remove.

3. Click the three dots icon (...) next to the level you want to manage, then select Delete.
Once a custom access level is deleted, it can't be revoved 

4. Click Delete access level to permanently remove the the access level from Deputy. Once deleted, the access level and all of it's history logs can't be recovered. 

FAQs

Why can I make changes to some access levels, but not others?

The settings and permissions for Deputy’s default access levels (those marked by a icon) view-only and can't be edited. Only custom access levels can be modified. 
 

How do I change a team member's access level?

To change a team member's access level, edit their Employment details in the People tab. For detailed instructions, check out How do I change access levels?.
 

Can I see who has made changes to custom access levels, and what changes have been made?

Yes, you can view the change history by going the access level's Level detail tab. Here, you'll find the date it was modified, the user who made the change and a list of the changes they made to permissions or level details.