User
Introduction
Selecting a user from the All Users page will display details on that particular User, where administrators have the ability to fine-tune access rights for that individual user within the organization, as well as associate them with their own internal salesman record. This guide outlines the general processes of user management.
Associating Salesman Records
Salesman Code Dropdown: Administrators can assign a specific sales record to a user by selecting the appropriate salesman code from the dropdown menu. Click "SET" to confirm the association. This feature is crucial for tying user activities directly to sales performance metrics.
Permissions Granted to User
This area lists all the permissions currently assigned to the selected user. Each permission comes with a description, detailing the actions the user can perform within the app.
Actions for Admins
Remove Permission: Administrators can revoke permissions by clicking the trash can icon next to each permission.
Review Permissions: Regular checks are recommended to ensure that each user's access level is appropriate for their role.
Permissions Not Granted to User
Conversely, this section displays the permissions not currently granted to the user, along with a brief description of each.
Actions for Admins
Add Permission: To grant a new permission, admins can click the plus sign icon next to the permission name.
Balanced Access: Careful consideration is necessary when adding permissions to maintain security and operational integrity.
Best Practices for Managing User Permissions
Regular Audits: Periodically review user permissions for relevancy and appropriateness.
Least Privilege Principle: Adhere to the least privilege principle, providing only the permissions necessary for users to fulfill their job duties.
Prompt Updates: Update permissions promptly when users change roles or leave the organization.
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