User Types and Permissions

This article explains how you manage permissions in your organization with User Types.


 
Topics in this article

Example of User Types

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
 
2022-06-11_23-06-40
 
Now Create user type

2022-06-11_23-16-30


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. 

    organisation-top

     
    Ex.: User in a Branch Head 

    Users with permissions can share information in their own unit and all units directly blow.

    Organisation-Middle

     
    Ex.: User in Local Unit 

    Users with permissions can share information in their own unit.

    Organisation-Local


    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

    2022-06-11_10-52-27-1

    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. 
      

    2022-06-12_13-11-49



    Changing User Type on existing users

    Go to the user's profile in contacts and select Unit Membership.

    2022-06-12_13-18-00

     
    Press the three dots


    Select User Type(s)