Pathway:Setup > System > Role; Division; User
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This page is intended for System Administrators and anyone who creates/maintains user credentials accounts in their Navusoft application. |
This article provides an overview of the four key elements related to user security in Navusoft: Users, Roles, Divisions and Permissions. User security is critical to the operations of any business and should be maintained on a regular basis. When proper user security processes are in place, errors and costly mistakes are avoided and outside threats are minimized.
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Level of access new or untrained staff should have.
Level of access users should have based on their role and any responsibilities outside of their role.
Process for inactivating a user account.
Process for employees changing roles and how that affects their permissions.
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Users
Setup > System > User
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When a person is added, they are added as a user and have a user account. Depending on the employee’s role, their user account grants them permissions to access different areas in the Navusoft productapplication.
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Each user account is unique and users will not see tools they do not have access to. |
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Permissions
Setup > System > Permission
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All Navusoft modules and tools are guarded by permissions, or user rights, that prevent unauthorized users access to restricted areas. Tools within the application may include varying levels of permissions to restrict what a user can do. In some cases, users may minimally only be able to view a screen.
Assigning Permissions
Permissions can be grouped together by job type, or “role” to simplify the process of assigning rights to users.
Q: When new features are released, how is that managed? Are users automatically given the rights or do just sys admins have rights and must select if their users receive the rights? If there is no consistency on this, do not document.
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not be assigned individually to a user account and are instead assigned to a ‘Role' that includes a grouping of other permissions.
Permissions for New Tools
Permissions are not automatically granted when new tools are released. A system administrator must review and authorize the permission first and assign it to the role it best applies.
Roles
Setup > System > Roles
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Notes:
Does the person’s title (when they’re added into Navusoft) drive the role recommendations that display in the User tool?
If assigned a new permission, should the user log out and back in to see it?
Is a notification triggered when tool rights have been added to their account?
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Users can only be granted access to the various tools in Nausoft by Permissions. Assigning permissions on an individual basis can create discrepancies for maintaining user security. Instead, permissions are assigned to a Role. Roles are a grouping of permissions that can be
Roles are the roles or job title an individual at a company may have. Roles may loosely or strictly define the functions and duties a person has and a person may have many roles. Related Articles: Roles and Divisions
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Divisions
Setup > System > Division
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Divisions are the different operating locations a company has. Most often, an employee is employed at one division. In the Navusoft productapplication, users may be assigned one to multiple divisions based on the scope of their employment and job requirements. Related Articles: Roles and Divisions
Recommended Best Practices
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