User Roles And Permissions
User roles and permissions are fundamental components of Ephanti application, designed to ensure that each user has the appropriate level of access and control over the data and tools they need to perform their job effectively. By assigning specific roles to users, organizations can tailor the experience to match the responsibilities and requirements of different team members. For instance, a sales representative may have access to customer records and sales pipelines but may not have permission to view financial reports or sensitive customer data. This granular control over access helps protect sensitive information while enabling users to work efficiently within their defined scope.
Permissions, closely tied to user roles, dictate what actions a user can perform within the application, such as viewing, editing, or deleting records, and accessing specific modules or features. This not only enhances security by preventing unauthorized access but also streamlines operations by ensuring that users are not overwhelmed by unnecessary or irrelevant features. By carefully managing user roles and permissions, organizations can maintain a secure, organized, and efficient environment, where each team member has the right tools and access to contribute to the organization’s success.
How To Assign Roles To Users
To assign a role to a user,
Hover over the "Settings icon in the sidebar and select Users". Click on "+New" button
A window appears in the middle of the screen with the following fields,
Email - Enter a valid email address.
Password - Enter a valid password for the user. It should contain lowercase letters, uppercase letters, special character and numbers. The password entered should be atleast 8 characters.(For example: Hero#2345)
Employee - Select an employee name from the dropdown provided.
Roles - Select an appropriate role to the user from the drop-down.
Click on "OK".
The employee receives a confirmation mail as soon as you create the user.
You have successfully created a user in the application with designated role.