This page explains how to manage access control within the platform
The User Roles and Permissions functionality allows you to create custom roles for different users within your organization. By specifying access levels for various items in the functionality list, you can ensure that each user has the appropriate permissions for their role. Here’s how it works:
From the Sidebar Menu, navigate to the My Team section.
Select Role Management:
Click on the Add New button:
Enter a name and a description for the new role.
You will also see a list of functionalities with corresponding checkboxes.
Review the list of functionalities and check the boxes for the items you want to grant access to for this role:
Make sure to tailor the permissions according to the responsibilities associated with the role.
Once you have selected the appropriate permissions, click on the Save button.
The new role will now appear in the list of available roles.
This guide ensures you can seamlessly expand and manage your team within the platform.
Assigning roles to users is a straightforward process that ensures each team member has the appropriate permissions for their responsibilities.
Administrators can easily invite new users by email and assign them roles during the invitation process, as well as manage roles for existing users:
From the Sidebar Menu, go to the My Team section.
Select Invites
Click Create Invite to send an invitation email to the new user:
Enter the user’s email, choose the role to be assigned and press the Send button:
The invited user will receive an email with a link to accept the invitation and set up their account.
Once they accept the invitation, they will be added to the platform with the assigned role.
Managing existing users is essential for ensuring that each team member continues to have the correct permissions as their roles and responsibilities evolve. Administrators can easily update user roles and permissions through the My Team section, maintaining the security and efficiency of the platform.
From the Sidebar Menu, go to the Users section:
Select the user whose role you want to update.
In the user's profile, find the "Role" dropdown menu.
Select the appropriate role from the dropdown list.
Click Save to update the user's role.
Managing existing users ensures that your team members have the right access to perform their tasks effectively while maintaining the security and integrity of your platform.
