Permissions

Permissions provides ease to maintain fine-grain authorizations for controlling user groups access at detailed task level & manage data with help of role access.

Permissions are managed through Users and Roles, both these components derive and manage the access & user control on the platform. The Users page is used to view user details like name, email ID, role(s) assigned to the user, the time user last accessed the workspace and to add users to the space. The Roles section is used to manage authorization and data permission for each role as well as assign roles to existing users.

The Access Review page displays the summary of Tasks and Category and the level of access role has for it. This is arranged by Apps.

Features

Access Review

Displays the summary of permission by task and category for each role, for each App.

This page is similar to the Multi role management page, with difference being, this is read-only. The page contains three tabs : Permissions, Data and Users.
User can search for a particular keyword and export the tables as an excel workbook.

Users

Manage users that require access to the space level. Key features are :

Add user to the current space, when the user is already created.
Assign user to a role, that define what tasks he can perform, what data he can access.
Search for a particular user.
Import and Export functions that uses excel Interface to Import/export the user Information

Roles

Roles are what define what user can do, what tasks he can perform, what data he has access to and what objects he can view or edit are all managed by the assigned role.

List of roles are created based on the user types across organization. User types generally follows the people who manage the system, who consume & contribute to the system etc.

Add roles create new roles. No default roles are available when you create workspace
Manage roles: manage new/ existing roles, changing the access roles for the selected roles
Role Assignment: assign the users to the roles, can be single or multiple roles together.
Import and Export functions included in the More button on the header of the page.

Import function - If high number of users or roles to be defined/modified, then a excel file can be uploaded onto the system for user/roles creation. The Import function can be used when the below conditions are met:

lists of users or roles have been identified and prepared by the team.
list of users or roles are predefined in excel format defined in the platform.

Export function is used when the users want to extract the current data from platform for reference or maintaining purposes. By default, all the export files will be in excel format.

PreviousFunctions NextAccess Review

Last updated 6 months ago

Features

Access Review

Displays the summary of permission by task and category for each role, for each App.

This page is similar to the Multi role management page, with difference being, this is read-only. The page contains three tabs : Permissions, Data and Users.

User can search for a particular keyword and export the tables as an excel workbook.

Users

Manage users that require access to the space level. Key features are :

Add user to the current space, when the user is already created.

Assign user to a role, that define what tasks he can perform, what data he can access.

Search for a particular user.

Import and Export functions that uses excel Interface to Import/export the user Information

Roles

Roles are what define what user can do, what tasks he can perform, what data he has access to and what objects he can view or edit are all managed by the assigned role.

List of roles are created based on the user types across organization. User types generally follows the people who manage the system, who consume & contribute to the system etc.

Add roles create new roles. No default roles are available when you create workspace

Manage roles: manage new/ existing roles, changing the access roles for the selected roles

Role Assignment: assign the users to the roles, can be single or multiple roles together.

Import and Export functions included in the More button on the header of the page.

lists of users or roles have been identified and prepared by the team.

list of users or roles are predefined in excel format defined in the platform.

Export function is used when the users want to extract the current data from platform for reference or maintaining purposes. By default, all the export files will be in excel format.