Learn how to create User Types and set permissions.
☝️Before you begin
- Only users with Platform administrator permission can create User Types.
- We recommend that you create your User Types before you start adding any content to the platform.
What is a User Type in Ziik and what is the purpose?
- A User Type is is a role shared by more people in your organisation such as i.e. managers, staff, technicians, sales. All Users in your platform will have at least one User Type.
- Permissions in Ziik are set on the User Type. This determines what a Users can do and not do from their own level in your organization.
Creating User Types
Go to the admin panel and select User Types
Now Create user type
Tips!
- Try to limit the number of user types to keep things simple. Typically 4-6 user types will do the job.
- Don't hesitate to empower your local managers so they can use all the tools at local level. This will increase the overall engagement in your organization.
What's Next 👉
When you have created your User Types and set their permissions it is time to go to Step 4 to create or import your Users.
✅ Step 1 - Customizing Ziik to fit your brand
✅ Step 2 - Creating your organisation
✅ Step 3 - Creating User Types and set permissions
👉 Step 4 - Creating / importing Users