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Creating User Roles & User Groups
Creating User Roles & User Groups

Granular access to control who can see and do what on the platform

Alan Schmoll avatar
Written by Alan Schmoll
Updated over 8 months ago

Here’s a breakdown of three user types and how user groups enhance functionality:

1. Super Admin 🌟

  • Access Level: Complete control over the system.

  • Responsibilities: Manages all user roles, settings, and configurations. Can create or delete any user account.

  • Use Case: System owners or IT managers.

2. Admin πŸ”§

  • Access Level: Elevated permissions, but some restrictions around data management.

  • Responsibilities: Same as Super Admin save for merging identity (individual and corporations) data

  • Use Case: Team leaders or department heads.

3. User πŸ‘€

  • Access Level: Basic permissions around only documents and tasks they've contributed to the platform, view only for compliance data and not able to view entity maps on an organisational level

  • Responsibilities: Accesses and interacts with system features but generally limited to sensitive data only they've contributed.

  • Use Case: Regular staff members

User Groups Creation

Purpose: Grouping users allows for easier management of permissions and roles.

Benefits:

  • Efficiency: Assign roles and permissions to multiple users at once.

  • Collaboration: Facilitate teamwork by grouping users with similar tasks.

  • Security: Restrict access to sensitive information based on group membership.

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