How to manage user access for a client on the Back Office Dashboard?

In GuardsPro, managing back office team user access allows you to control which members have permission to view or update client information. This ensures data security, accountability, and smooth workflow management.

By configuring permissions correctly, you provide access to reports and critical data shared with clients while streamlining operations for your team.

📌 Prerequisites  

Before managing back office user access for a client, make sure:

• The client profile has already been created on the Back Office Dashboard.

• Only the Super Admin can manage User Access for a client.

• Admins and other back-office users can view the details under the User Access tab but cannot make changes.

✅ This guide will walk you through the steps to manage user access for a client on the Back Office Dashboard:

🧭 Step 1: Open Client Profile  

• Log in to your Back Office Dashboard.

• Navigate to the Clients section and select the desired client profile.

📂 Step 2: Go to User Access  

• From the sub-menu, select the User Access tab, then click Invite User.

• Please note: Only the Super Admin can invite users and manage their access from this section.

💾 Step 3: Add and Send User Access  

• On the pop‑up screen, choose one option:

• Select Existing User from the dropdown if the user already exists in the system.

• Or, add a New User by entering:

  • Name* – Full name of the user

  • Email* – Valid email address

  • Access Level* – Choose from Admin, Dispatcher Operator, Manager, Scheduler, etc.

Once all details are filled in, click Add.

The invited user will appear in the Users list with the status Invited until they accept the invitation.

❌ Step 4: Remove User Access 

• To remove a back-office user, click the three dots (⋮) next to their name in the user list.

• Confirm the action to remove the user from the assigned client.

• Once removed, the back-office user will no longer have access to the client’s data.

🎯That’s it! With these simple steps, you can manage user access for a client on the Back Office Dashboard quickly and efficiently. You can invite new users, assign access levels, or remove them anytime to ensure secure and streamlined client management.

If you have any more questions, please feel free to contact our support team anytime.

For a quick walkthrough, please watch our tutorial video on YouTube here :