Assigning Users to Group Permissions on the Platform

After establishing group permissions through User Roles, the next step is to assign users to these roles. This process is crucial for ensuring that users have the appropriate level of access and capabilities within the Platform.

Adding a User to a Group:

1. Access User List:

   • Go to 'Users' from the sidebar menu.

2. User Options:

   • Click the three-dots menu at the end of the user's row.

3. Change Permissions:

   • Select ‘Change permissions’.

4. Assign User Role:

   • Click ‘Assign user role’ in the top right-hand corner.

5. Select Role:

   • Choose the appropriate role for the user from the drop-down menu.

6. Confirm Assignment:

   • Review the summary of the role’s permissions.

   • Click ‘Save’ to confirm the user’s assignment to the role.

Removing a User from a Group:

1. Navigate to Users:

   • Select 'Users' from the sidebar menu.

2. Access User Options:

   • Click the three-dots menu at the end of the user’s row.

3. Edit Permissions:

   • Choose ‘Edit permission’.

4. Role Removal:

   • Click the ‘three-dots’ menu at the end of the role’s row.

   • Select ‘Delete’ to remove the user from the role.

Streamlined User Role Management:

Assigning users to specific User Roles simplifies the process of managing access and permissions within the Platform. This system ensures that users are grouped appropriately based on their roles and responsibilities, enhancing both security and operational efficiency.

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Create User Roles

How to Add Users to the Platform