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 user account 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 (user rights) to access different areas in the Navusoft application to perform the duties of their job.
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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 in Navusoft 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 protected by Permissions. Permissions act as gatekeepers to restrict what tools a user can dosee and at what level they can interact. In some cases, users may minimally have view-only permissions to a tool. It is up to a system administrator to determine the permissions a user is assigned based on the responsibilities of their role.
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 may only be granted access to the various tools in 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 groupings of many permissions assigned to user accounts that include many of the permissions a user needs to perform the duties of their job. Using Roles to assign permissions allows a system administrator to add or remove a permission in one location vs modifying multiple user accounts.
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Available Roles
Navusoft provides (but does not assign) a pre-built list of Roles complete with the permissions a user who works within that role may need. Consider reviewing the role’s permissions and make necessary modifications before assigning to user accounts. New roles should be created as needed.
Divisions
Setup > System > Division
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Divisions are the different operating locations, regions or municipalities 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.
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