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AdministrationUsers & Roles

Who may sign in, and what they may do once they have.

Users & Roles decides who may sign in and what they may do once they have. Roles are built from the 335 named permissions, and viewing a role is permissioned separately from changing one.

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Read the user guide users roles

What it does

Users & Roles, in the product’s own words

  • Users created, edited and removed
  • Roles built from the 335 named permissions
  • Roles viewed separately from being changed

Before you start

What has to be in place

  • A list of the jobs people actually do. Build roles from jobs, not from people — a role per person is a permission system with no rules in it.

In the user guide

3 tasks, explained

  1. 01Create, edit and remove users
  2. 02Build roles from named permissions
  3. 03Let people see a role without changing it
Open the Users & Roles guide

Worth knowing

  • The commonest failure in a suite this size is one enormous role called "staff". Splitting it later means auditing everything that was done under it.

Works with

The same records, not a sync

SecurityThe settings that decide how hard the front door is.DirectoryThe shape of the organization itself.EmployeesThe employment record, from onboarding to attendance — 26 permissions, the most finely divided module in the suite.SharingOne set of rules for getting a record out of the system.

Industries that start with it

Switched on from day one

More in Administration

All of Administration
SecurityThe settings that decide how hard the front door is.Dashboard & AnalyticsWhat is happening, and what happened.SearchOne search box across the suite.Storage & UploadsWhere files physically live.API & IntegrationsLetting other systems in, deliberately.Document utilitiesSmall tools the rest of the suite leans on.NotificationsAlways on, never a screen of their own.