In this tutorial, you will learn how to set up and manage your users' permissions in a role-based manner. With this approach, you can easily assign the appropriate permissions to each role, giving your users the right level of access to the platform's features. So, if you're ready to streamline your user management process, read on and learn how to create roles and define permissions with ease!
Pre-Requisites.
Before beginning this tutorial, you must have administrative permissions or be authorized by an administrator to manage user permissions.
Step 1. Create your roles
Log in to your Binox account and click on the gear icon in the upper right corner.
Click on "Management" in the menu, then click on "Roles" to access the roles management page."
On the Roles Management screen, click the "New Role" button to create a new role.
Enter a name for the new role in the "Role Name" field, select the status for the role as "Active" or "Disabled" and Click the "Save" button to save the new role.
Note: When creating a new role, all permissions will be active by default. It is necessary to configure the permissions for each role to ensure that the appropriate access is granted.
Step 2. Manage your permissions
After creating all your roles, click on the gear icon in the upper right corner and click on "Management," then click on "Permissions" to access the Permissions Management page.
On the Permissions Management screen, you will see a table with the screens and actions on the left side and the roles on the right side.
To manage the permissions for a specific screen or action, click the arrow next to it to expand the permissions for each role.
To set up permissions for each role, simply click on the check mark for the desired actions in the row of each role. The changes will be applied automatically once you have made your selections.
For example, you can give the Sales Manager full permissions to view, delete, manage, create, and more for the Opportunities Pipeline, while only giving the Sales Person permission to view assigned cards and edit opportunities.
Note: If you want a particular role to only be able to view their assigned opportunity cards on the pipeline, check the "view assigned cards" box. If you don't check the box, they will have access to all the opportunity cards.
Access Denied
If a user does not have the proper permissions to view a specific screen, that screen will not be accessible to them. Only an administrator can change the permissions and active the view
If a user does not have the proper permissions to perform a specific action, such as deleting a user, a pop-up message will appear and they will be unable to complete the action. Only an administrator can change the permissions and grant access to the action for a specific role.
Congratulations!
You have now learned how to manage user permissions in a role-based manner.
If you have any questions or need further assistance, don't hesitate to reach out for help. Thank you for reading!
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