In this article, we will discuss the types of permissions and the limitations they impose on each other from the perspective of user configuration (People).
Introduction
After creating a user, they are designated as a regular user. Permissions can be assigned via the "Permissions" button. Clicking this button opens a pop-up menu where you can choose:
- Tool [Inventory, People, Structures, Dashboards, Reports, Business, Processes, Training]
- Permission Type [None, Read-only, Admin]
Comparison Tables
The table below details the differences in user capabilities per module based on whether they have Admin or Read-only permissions.
Module | Admins | Read-only |
---|---|---|
People | Creation and editing of admins and users | View users and export data |
Teams | Creation and editing of teams | View teams |
Structure | Creation and editing of structure types | Creation and editing of Sites/Assets |
Inventory | Creation and editing of warehouses | Creation and editing of materials |
Dashboards | Creation and viewing of dashboard panels | View and export existing dashboards |
Reports | Report downloads | - |
Business | Creation and editing | View details |
Training | Creation and editing | View list and details |
Process Specifications
It is important to clarify that in the case of "Processes," the following options will be available:
- Admin permission can be assigned to one or more departments: This allows a user to create and configure processes for each department they are assigned to.
- A specific "Read-only Admin" permission, which allows users to view all processes in the account within the process list.
User Type
Type of User | ADMIN | REGULAR |
---|---|---|
PROCESSES | ||
None | X | X |
Read-only | X | Read-only |
Read-only Admin | X | Read-only Admin |
Admin | X | Admin |
Start Process | According to flow | X |
Pending | According to flow | X |
All Processes | All created in the business | X |
Configuration | All | X |
Conclusion
We conclude this article by inviting you to check the hyperlinks for more details on each module. If you do not find the information you are looking for, please do not hesitate to contact us.