Permissions
Permissions provide ease in maintaining fine-grain authorizations for controlling user group access at a detailed task level and managing data with the help of role access. Permissions are managed through Users and Roles. Both components derive and manage access and 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 the user last accessed the workspace, and to add users to the space.
The Roles section is used to manage authorization and data permissions for each role as well as assign roles to existing users.
The Access Review page displays the summary of tasks and categories and the level of access each role has for them. This is arranged by apps.
Features
Access Review
Displays the summary of permissions by task and category for each role, for each app.
This page is similar to the Multi-role management page, with the difference being that this is read-only.
The page contains three tabs: Permissions, Data, and Users.
Users 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 include:
Add users to the current space when the user is already created.
Assign users to a role that defines what tasks they can perform and what data they can access.
Search for a particular user.
Import and export functions that use an Excel interface to import/export user information.
Roles
RRoles define what users can do, what tasks they can perform, what data they have access to, and what objects they can view or edit.
A list of roles is created based on the user types across the organization. User types generally follow the people who manage the system, who consume and contribute to the system, etc.
Add roles: Create new roles. No default roles are available when you create a workspace.
Manage roles: Manage new/existing roles, changing the access roles for the selected roles.
Role Assignment: Assign users to roles, which can be single or multiple roles together.
Import and Export functions are included in the More button on the header of the page..
Import
If a high number of users or roles need to be defined/modified, an Excel file can be uploaded onto the system for user/roles creation. The import function can be used when the following conditions are met:
Lists of users or roles have been identified and prepared by the team.
Lists of users or roles are predefined in the Excel format defined in the platform.
Export
The export function is used when users want to extract the current data from the platform for reference or maintenance purposes. By default, all export files will be in Excel format.