Pathway: Setup > System > Role; Division; User
This page is intended for System Administrators and anyone who creates/maintains user credentials in Navusoft.
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.
User security protocols should consider the following:
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.
Understand Users
Setup > System > User
When a person is added, they are added as a user. Depending on the employee’s role, their user account grants them permissions to access different areas in the Navusoft product.
Each user account is unique and users will not see tools they do not have access to.
Related Articles: Add User
Understand Permissions
Setup > System > Permission
All Navusoft modules and tools are guarded by permissions, or user rights, that prevent unauthorized users access to restricted areas.
Permissions can be grouped together by job type, or “role” to simplify the process of assigning rights to users.
Q: When new features are released, how is that managed? Are users automatically given the rights or do just sys admins have rights and must select if their users receive the rights? If there is no consistency on this, do not document.
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
Divisions are the different operating locations a company has. Most often, an employee is employed at one division. In the Navusoft product, users may be assigned one to multiple divisions based on the scope of their employment and job requirements.
Related Articles: Roles and Divisions
Recommended Best Practices
All Users
Consider logging off or locking your workstation whenever you leave it unattended, even for short breaks.
Never 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.