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:
Access User Roles:
Go to User Roles under the Permissions sidebar menu.
Create a New Role:
Click ‘+ New Role’ in the top right-hand corner.
Name the Role:
Enter a suitable name for the new user role.
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.
Save the Role:
Click ‘Save changes’ to finalize the role and its permissions.
Managing User Roles:
View and Edit Roles:
User roles are organized by name in a table format.
To modify a role's permissions, select the desired group from the table.
Assigning Users to Roles:
Add Users to Groups:
After creating a user role, the next step is to assign users to it.
Click here to learn how to assign users to roles Adding Users to User Roles
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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