Presto provides four license types, each designed for a different level of participation and responsibility. This job aid explains the differences and shows authorized Administrators and Managers where to access a user's license configuration before moving on to hierarchy and module permissions.
License Type is the first access-control decision. It establishes the user's broad operating profile before Hierarchical Visibility & Workability and Module & Dashboard Permissions are configured.
The broadest license profile shown in the comparison. This license was formerly called Supervisor PLUS and provides access to company global information, Operational Excellence strategy settings, contact information, the Dashboard, and TaskConnect / KPIConnect updates.
Broad configuration + Dashboard + update capabilityProvides Dashboard access, Operational Excellence strategy privileges, limited contact-information capability, and the ability to provide project and KPI updates.
Management access with more limited administrationDesigned for people who need access to the Presto Dashboard but do not have administrative responsibilities. Users can participate in the day-to-day management of work and performance within the access granted to them.
Dashboard access without administrative responsibilitiesIntended for users who contribute updates through TaskConnect and KPIConnect without normal Dashboard access.
Update assigned work without normal Dashboard accessThis table recreates the license comparison used in the Presto training material, making it easier to review the four user types directly on screen.
| License Type | Can change company global information | Can change Operational Excellence strategy? * | Can change contact info | Can access Dashboard | Can update (aka feed) projects & KPIs via TaskConnect & KPIConnect |
|---|---|---|---|---|---|
| 1. Administrator | YES | YES | YES | YES | YES |
| 2. Manager | — | Limited | Limited | YES | YES |
| 3. User | — | — | — | Limited | YES |
| 4. Staff / Feeder | — | — | — | — | YES |
The two screenshots below show the click path used by authorized Administrators and Managers when assigning or changing a user's license type.
License Type establishes the user's broad access profile. Once the correct license is selected, continue through the Security & Permissions learning path to configure Hierarchical Visibility & Workability and then Module & Dashboard Permissions.
1. Select the right License Type → 2. Configure Hierarchy → 3. Assign Module & Dashboard Permissions.
Step 1 shows how to identify the correct user from the organisational chart and open the contact management panel. Step 2 shows where to activate the user's login and select one of the four available license types.
From the Organisational Chart, locate the relevant user, click the three-dot menu on their card, then select Manage Contact from the detail panel.
Check Can login to activate the user license, then choose the appropriate license type from the drop-down list.
Do not assume that selecting Administrator, Manager, User or Staff / Feeder completes the user's security configuration. The next job aid explains how Hierarchical Visibility & Workability determines how far through the organisation the user can see and operate.
With the License Type established, continue to Hierarchy Configuration to determine how high the user can see and how high they can work through the Presto organisation.
