User & Role Management

Create users and customized permission

Introduction

User & Role Management functionality enables administrators to create roles with specific user permissions such as read, write, and delete. Users assigned these roles can perform the functions defined by their permissions. This feature allows organizations to manage access control effectively by creating roles for different positions within the organization.

Process

Click the Toggle icon on the Home Screen above the Projects tab and navigate to the Administration Tab.

Create Permissions

1. Click on the New icon next to the Permissions list.

2. Provide a desired name for the New Role Permission and click Create.

3. Enable various operative permissions that you would like for this specific role (e.g., Marketing Lead).

Creating Users

1. Ensure you have a role created that you would like to assign to the user.

2. Click on the Users tab and click Add User.

1. Define a username, password, first name, last name, and the desired role for this user. Click the dropdown to access various roles created in your organization.

2. Click Save Changes.

Manage Users

Once you create a new user, you can choose to manage the user.

1. Upon creation of a new user, you will be redirected to a page displaying various users within your organization.

2. You can edit or delete the user at any time from this list by clicking the Bin or Pencil icon next to the username.

PRO TIP

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

Features and 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.

Frequently Asked Questions (FAQ)

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 role management section, select the role you wish to modify, and click the 'Edit' icon. 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 reassign users to a different role before deleting any role.