Owner-level role that other admins cannot override or delete
Joette White
Today every admin account has the same power. Any admin can delete clients, visits, invoices and historical data, including the owner's own records. There is no account that sits above the others.
This matters because we grant full admin to new managers on purpose. Limited accounts cannot see history from before their start date, which makes them unable to do the job. So we trade data security for basic functionality.
The ask:
- One owner-level account per business that cannot be deleted, demoted or locked out by any other admin.
- A published data backup and restore policy, so we know what is recoverable and how far back.
Related and worth merging with: Automatic backups of schedule and client information (currently 16 votes). Granular Manager Permissions covers limiting managers, which is the other half of this. It does not protect the owner.
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Heather Jaeger
Joette White I hope the following information might help address a couple of these concerns:
A Manager can be given broad/full operational permissions without granting Admin-level control over other Admin users. If a manager needs access to history from before their start date, you can set the Manager Access Begins date to an earlier date. This is separate from Hire Date or Start Date. This allows them to access the historical information they need without making them an Admin.
There are also safeguards around Admin accounts. Managers cannot make changes to anyone who is an Admin, and the first Admin account created is protected from being changed or deleted by other Admins.
So, while other Admins may have broad permissions over business data, the original Admin account itself is protected.
Joette White
Heather Jaeger Thank you so much for this info!
Kristin Skelton
Yes. Like a master admin and then some limitations could be added. Like I want my admins to be able to adjust timesheets/mileage but I would rather they can't delete. Would also love to be able to save user profiles for various roles.
Susan Gary
GREAT IDEA!
Shannon Centola
Would love this too!
Flavia Berti
Yes please!!