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Pathway:Setup > System > Role; Division; User

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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.

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 application.

Info

Each user account is unique and users will not see tools they do not have access to.

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 have view-only be able permissions to view a screentool.

Assigning Permissions

Permissions can not be assigned individually to a user account and are instead assigned to a ‘Role' that includes a grouping of other permissions.

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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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Users can only be granted access to the various tools in Nausoft their Navusoft application 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 created to group permissions together that a user will need to perform the functions of their job.

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.

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 application, users may be assigned one to multiple divisions based on the scope of their employment and job requirements.

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