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User Creation and Role Assignment
Root Admins can create user accounts and provide access permissions (Product admins also can provide their products access to general user). Based on these permissions, users are assigned as Admins, Product Admins or General Users.
User Creation
- Log in as an admin and navigate to the Admin Dashboard. From the Admin Dashboard, access the User Management page.
- Locate the user information form on this page. Complete the form with the required information and click “Create.”
- To find this user account later, go to the “Complete List of Users” table on the User Management page, using the search option to locate the specific user.
- To grant the user Root Admin privileges, select the Administrative access box before clicking “Create.”
- To find this admin account later, go to the “Complete List of Admins” table on the Admins page, using the search option to locate the specific admin.
- To edit a user information, go to the view option.
- To delete a user click the delete option.
Product Admin and General User Privilege
Root admin can provide both of the privileges to a user. A product admin can give only general user access to that specific product.
There are 3 ways to assign Product Admin and General User.
Through User Management page-
- To grant access, navigate to the “Complete List of Users” table in User Management Page. Find the specific user and click the view option.
- A side-drawer will open; scroll down to find the Update User Groups option.
- To grant Product Admin access, assign the user to both the Admin and User groups for the desired product and click “Update.” To grant General User access, assign the user to the desired product’s(ERM or PRM) User group and click “Update.”
Through User Group Management page-
- To grant access, navigate to the User Group Management page.
- Find the desired group and click on the action button.
- It’ll take you to the User Group Details sub-page.
- To grant Product Admin access, assign the user to both the Admin and User groups for the desired product(ERM or PRM) and click “Update.” To grant General User access, assign the user to the desired product’s (ERM or PRM)) User group and click “Add Users.”
- You will find the users in the All Users list underneath.
Through Product Access Management page
- Alternatively, access the product(ERM or PRM) module first.
- Then, go to the “Product Access Management” page.
- Select the user role and add users to the username box, then click Add User. For Product Admin privileges, add the users to both the Product(ERM or PRM) Admin and User groups. For General User privileges, add the users only to the Product(ERM or PRM) User group (Product admins can also give access to user through this process).
