This article explains how you manage permissions in your organization with User Types.
Topics in this article
How permissions work in your organization
Assigning User Types to new users
Changing User Type on existing users
Example of User Types
You want to create User Types 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 User Types:
- Managers
- Staff
- Part-time staff
Remember that you need to be Platform Administrator to create and manage User Types.
Creating User Types
Go to User Types in the administration panel.
Add a new User Type.
Name your User Type and save.
All done, time to move on and set the permissions for your newly created User Type.
Setting Permissions
Once you have created your User Types it is time to set permissions. You have three types of permissions.
- Users own settings - Shifts, holdidays
- Organization - Can share posts, Can manage Units and Users, can mange suppliers, can create FAQs, can manage Handbooks, can create Quicklinks, Can manage Shifts, can see statistics
- Global - Can create groups
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How permissions work in your Organization
Remember that Organization Permissions work from the users own Unit and all Units directly below.
Example A: Users work in the the Top Unit
Users with permissions can share information with the intire organisation or selected parts of the organisation.
Example B: Users work in a Middle Unit
Users with permissions can share information in their own unit and all units directly blow.
Example C: User works in a Local Unit
Users with permissions can share information in their own unit.
Assigning User Types to new users
When you create a new user you will need to assign a user type. It is possible to assign more User Types to a single user, but we recommend that you stick to one when possible.
Go to contacts and create a new user
Select User Type(s)
Changing User Type on existing users
Go to the user profile in contacts and select Unit Membership.
Press the three dots
Select User Type(s)
User Type Permissions
Users Own Settings
- Request and Apply for shifts: The User Type can open own shifts for trade and apply for empty or tradable shifts. (Approval is still necessary)
- Take shifts without approval: The User Type will be able to take shifts and trade a shift without approval from a User Type with the permission below.
- Approve shift: The User Type can assign a tradeable shift or empty shift to the users interested in trading or taking a shift.
- Set own vacation: The User Type can set vacation entries for themselves.
- Set vacation for others: The User Type can set vacation entries for other Users in own unit or below.
Organisation
- Users: The User Type can create, edit and delete users in own unit and below. They can, furthermore, access statistics for their unit and below.
- Units: The User Type can create and edit own unit and below, and delete units without users and sub-units below own unit.
- Posts: The User Type can create, edit and delete posts in own unit and publish to own unit and below.
- Events: The User Type Can create, edit and delete activities in own unit and publish to own unit and below.
- Schedule Shifts: The User Type can create, edit and delete shifts in own unit and below.
- Handbooks: The User Type Can create, edit and delete handbooks in own unit and publish to own unit and below.
- FAQ: The User Type can create, edit and delete frequently asked questions in own unit and publish to own unit and below.
- Administer Quick Links: The User Type can create, edit and delete Quick Links in own unit and publish to own unit and below.
Global
- Groups: The User Type can create groups.