User roles and permissions define the level of access and capabilities granted to users within the Bizman platform. This guide will walk you through the process of configuring user roles and permissions in our platform.
Within Bizman, each user is assigned a specific role, such as admin, team leader, or view only, which determines their authority to view, create, edit, or delete certain data or perform particular actions.
Setting well-defined user roles and permissions ensure that users only have access to the features and data necessary for their roles. This prevents unauthorized access, minimizes the risk of data breaches, and enhances data security and confidentiality. Additionally, by assigning specific roles to team members, you can delegate tasks effectively and ensure that each member has the appropriate level of access to project resources.
Our platform lets organizations choose who can do what, making it easy to customize who gets access to different parts of the tool. Only admins or users with view, add, edit, delete and assign permissions can perform such actions, keeping everything secure.
Now, let's delve into the step-by-step process of setting roles and permissions within our platform:
Accessing Roles Management Page
- Log in to your account as an admin or super admin.
- Click on the user icon located in the top right corner of the dashboard.
- From the dropdown menu, select "Roles and Permissions."
Viewing Existing Roles and Permissions
Once you've navigated to the Roles and Permissions page, you will find a comprehensive list of roles currently in use, each accompanied by its associated active permissions. This allows you to easily review and manage the access levels granted to different users within your organization.
Modifying Roles
In the "Actions" column next to each role, you'll find the options "Delete," "Edit," and "Permissions."
- If you want to delete a specific role, choose “Delete.”
- To modify or update a role’s name, click on the "Edit" action.
- If you need to adjust the permissions for a particular role, simply select the "Permissions" option. This enables you to customize and fine-tune the access rights for that role according to your team requirements.
- A permissions settings page will appear, displaying a list of available permissions categorized by feature or functionality.
To tailor the permissions according to the role's needs, you can choose to activate or deactivate specific permissions. Simply select the ones you want to enable by setting them into 'Active'. Click “Save” to save your changes.
If you want to create a new role, click on the “Add Roles” button found on the top right corner. Enter the name of the new role and click “Create” to save it.
Assigning Roles to Users
Assigning roles to users is seamlessly integrated into the process of adding a new employee. As you add a new team member, you'll have the opportunity to specify the role you wish to assign them. Simply select the appropriate role from the available options, ensuring that each user has the necessary access privileges aligned with their responsibilities.
Summary
In conclusion, setting roles and permissions within Bizman is essential for maintaining security, streamlining workflows, and ensuring efficient task management. By following the step-by-step guide outlined above, admins and super admins can effectively configure roles, adjust permissions, and assign access levels to users. This not only enhances data security but also promotes collaboration and productivity within teams. Having a comprehensive role and permission management is key to unlocking the full potential of our platform and achieving organizational success.