1. Help Center
  2. Admin
  3. Initial configuration

Regarding Permissions

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.