Pathway: Setup > System > Role; Division; User
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.
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.
This page is intended for System Administrators and anyone who creates/maintains user credentials in Navusoft.
Understand Users
Setup > System > User
Notes: This is not the “How to add/edit users” this should tie together users and their roles in a division
When a person is added, they are added as a user. Depending on the user’s role their user account grants them permissions (user rights to….)to
Related Articles: Add User
Understand Permissions
Setup > System > Permission
Permissions are user rights that users need to access system tools to perform the duties of their job or role.
Understand Roles
Setup > System > Roles
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
Setup > System > Division
Notes:
Divisions are the different operating locations a company has. Most often, an employee is employed by one division. Users in Navusoft
Related Articles: Roles and Divisions
Recommended Best Practices
Notes:
Log off or lock your workstation whenever you leave it unattended, even for short breaks
Don’t share your password with anyone