This article explains how you manage permissions in your organization with User Types.
Topics in this article
Creating User Types and setting permissions
Permissions empower users from their own level 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
- Employees
- Part-time Employees
- Sub-contractors
Remember that you need to be Platform Administrator to create and manage User Types.
Creating User Types
Go to the admin panel and select User Types
Now Create user type
Name your User type and decide what permissions Users with this User Type should have in your organization.
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.
Permissions empower Users from their own level in your Organization
Remember that Organization Permissions work from the users own Unit and all Units directly below.
Ex.: User in Top Unit
Users with permissions can share information with the intire organisation or selected parts of the organisation.
Ex.: User in a Branch Head
Users with permissions can share information in their own unit and all units directly blow.
Ex.: User in 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 press Create user
Select User Type(s). A user will typically have one User Type, but it is possible to assign more User Types to the same user when needed.
Changing User Type on existing users
Go to the user's profile in contacts and select Unit Membership.
Press the three dots
Select User Type(s)
