A shared management system requires access consistent with responsibilities. Users and groups help organize people, while permissions determine what operations are allowed.
Users and workgroups
- Open user management with an authorized administrative profile.
- Identify the correct user and the group consistent with the operational role.
- Assign the necessary qualifications according to the expected responsibilities and check any inherited rights.
- Re-read the user status and authorizations before entrusting tasks to the collaborator.
Permissions on management software operations
- Open the permissions of the user or group you want to evaluate.
- Distinguish consultation, creation, modification, validation and cancellation where provided for in the form.
- Assign only the necessary operations and consider the rights obtained through groups.
- Check the result with the expected profile without using an administrative account to represent everyone’s permissions.
Putting this into practice
For a new colleague, start from the operational role and check the necessary functions. Test the path with the affected profile before considering the configuration complete.
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Comments and questions
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