Pathway: Setup > System > Role; Division; User
User security (high level notes):
Restricts users to only have access to the tools they need to perform the duties of their job
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.
Understand Roles
Notes:
Does the person’s title (when they’re added into Navusoft) drive the role recommendations that display in the User too?
If assigned a new permission, should the user log out and back in to see it?
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.
Understand Divisions
Notes:
Divisions are the different operating locations a company has. Most often, an employee is employed by one division. Users in Navusoft