Pathway:Setup > System > Role; Division; User
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This page is intended for System Administrators and anyone who creates/maintains user accounts in their Navusoft application. |
This article provides an overview of the four key elements related to user security in Navusoft: Users, Permissions, Roles , and 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 and protocols are in place, errors and costly mistakes are avoided and outside threats are minimized.
Consider User security protocols should consider the following when
Restricts users to only have access to the tools they need to perform the duties of their job
User security is a proven preventative measure in minimizing the risk of costly mistakes and data breaches
Prevents users from accessing areas they haven’t been trained on yet
Protects a company from outside threats - such as disgruntled employees
deactivate accounts of past employees
All Navusoft modules and tools are guarded by permissions, or user rights, that prevent unauthorized users access to restricted areas.
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This page is intended for System Administrators and anyone who creates/maintains user credentials in Navusoft. |
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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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Notes: This is not the “How to add/edit users” this should tie together users and their roles in a divisionWhen a person is added, they are added as a user and have a user account. Depending on the user’s employee’s role, their user account grants them permissions (user rights to….) to
Related Articles: Add User
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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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Permissions are user rights that users need to access system tools to perform the duties of their job or role.
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All modules and tools in Navusoft are protected by Permissions. Permissions act as gatekeepers to restrict what tools a user can see 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.
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?
What triggers notifications? - this is a question for a communication document
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
Understand Divisions
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Users may only access the 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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Users can be assigned one to many roles depending on their job duties. |
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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Notes:Divisions are the different operating locations, regions or municipalities a company has. Most often, an employee is employed by at one division. Users in NavusoftRelated Articles: Roles and DivisionsIn the Navusoft application, users may be assigned one to multiple divisions based on the scope of their employment.
Recommended Best Practices
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All Users
Consider logging off or lock locking your workstation whenever you leave it unattended, even for short breaks.
Don’t share your password with anyoneNever provide your password to another user who may have restricted or less tool rights than you.
Administrative Users
Review and assign only the tool rights a user needs to perform the tasks of their job.
Disable user accounts for employees who have left.
Review permissions for employees who are changing roles in the company.