Topics in this article
If you haven't already, it can be a good idea to read this guide to understand how permissions in Ziik are determined by Units and Roles
How to create roles and set permissions
How to change role(s) on existing users
Example of roles
You want to create roles for people with the same roles and communication needs inside your organisation. You will try to keep this as simple as possible to avoid undesired complexity in the day-to-day use afterwards. Here are some examples of frequently used roles:
- Managers
- Employees
- Part-time Employees
- Sub-contractors
Remember that you need to be Platform Administrator to create and manage roles.
How to create roles and set permissions
1. Go to the admin panel and select roles
2. Click Create role
3. Name your role and decide what permissions Users with this role should have
Tips!
- Try to limit the number of roles to keep things simple. Typically 4-6 roles 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.
How to assign roles to new users
When you create a new user you will need to assign a role. It is possible to assign more roles to a single user, but we recommend that you stick to one when possible.
1. Go to contacts and press Create user
2. Select role(s). A user will typically have one role, but it is possible to assign more roles to the same user when needed.
How to change role(s) on existing users
Go to the user's profile in contacts and select Unit Membership.
Press the three dots
Select Role(s)
