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You can organise users into user roles and assign permissions on a group-level.

Follow these steps to assign group permissions:

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Efficient Group-Level Permission Management with User Roles on the Platform

The User Roles feature on the Platform simplifies the process of organizing users and assigning group-level permissions. This function is essential for managing access rights efficiently across different user groups.

Steps to Create New User Roles:

  1. Access User Roles:

    • Go to User Roles under the Permissions sidebar menu.

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  1. Create a New Role:

    • Click ‘+ New Role’ in the top right-hand corner.

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  1. Name the Role:

    • Enter a suitable name for the new user role.

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  1. Set Permissions:

    • Choose permissions for the role from the ‘Permission rules’ list.

    • You can select any combination of rules to tailor the role to specific needs.

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  1. Save the Role:

    • Click ‘Save changes’ to finalize the role and its permissions.

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Managing User Roles:

  • View and Edit Roles:

    • User roles are organized by name in

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    • a table format.

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    • To modify a

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    • role's permissions

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    • , select the desired group from the table.

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Assigning Users to Roles:

  • Add Users to Groups:

    • After creating a user role, the next step is to assign users to

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    • it.

    • Click here to

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Streamlining Access Control:

By utilizing User Roles, you can effectively manage group-level permissions, ensuring that each team or user group has appropriate access rights. This approach enhances both security and operational efficiency on the Platform.

 

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How to Add Users

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