User & Role Management

Create users and customize permissions

Introduction

User & Role Management functionality enables administrators to create roles with specific user permissions such as read, write, and delete.

Users who are assigned these roles can perform all the functions that are defined by their assigned permissions. This feature allows organizations to manage access control effectively by creating roles for different positions within the organization.

When you navigate to the Administration panel, you are in the Permission tab, by default.

Create new roles and individually assign permissions to each one of them.

Create Permissions

1. Click the New icon next to the Permissions List to create a New Role Permission.

2. Provide a name and click Create.

   
3. In the New Role Permission added successfully confirmation dialog box, click OK.

4. Assign the required operative permissions and settings for the specific Role (for example, Marketing Lead) by selecting the appropriate checkboxes from the Permission and Settings dropdown.

   
5. Once done, click Save to update the New Role Permission for the new role.

   

Once you have created a role, assign it to a user.

Create Users

1. Once you have created appropriate permissions for a role, navigate to the User tab and click Add User.

2. Fill the required details in the form and select the role from the Role dropdown.

1. Click Save changes.

Manage Users

Once you have created a user, you can manage them by editing or deleting them.

1. Upon creation of a new user, you will be directed to the User tab where you can see a list of all users within your organization.

2. Edit or delete the user by clicking the appropriate icons under the Action column.

   

PRO TIP

Review and update roles and permissions regularly to ensure they align with the evolving responsibilities and access requirements of your users.

Benefits

• Controlled Access: Enable permissions for specific users and provide them access to perform various operations within the application such as read, write, and run.

• Easy Business Operations: Create users for various departments such as sales lead, account head, operations manager, etc.

• Enhanced Security: Admin functionality that enhances the security of the application's data.

• Single Pane View: Provides a single view of the various users, their permissions, and access to data.

FAQs

1. Can I create roles with multiple permissions?

Yes, you can create roles with a combination of permissions such as read, write, and delete to fit the specific needs of different positions.

1. How do I modify an existing role?

Navigate to the Administration/Role Management section, click the role you need to modify. You can then update the permissions and save the changes.

1. Can I assign multiple roles to a single user?

No, a user can be assigned only one role at a time. Ensure the role encompasses all necessary permissions required by the user.

1. What happens if I delete a role that is currently assigned to a user?

If a role is deleted, the users assigned to that role will lose the permissions associated with it. It's recommended to re-assign users to a different role before deleting any role.