User Permissions
Overview
User permissions define what actions a user can perform within the system. Properly configuring permissions ensures security, compliance, and a smooth user experience.
Types of Permissions
- Read: Allows viewing of data.
- Write: Allows creating or modifying data.
- Delete: Allows removal of data.
- Admin: Full control, including configuration and user management.
Managing Permissions
Permissions can be assigned directly to users or through roles. Use the Roles page to understand how role‑based access works.
Assign Permission to a User
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1. Navigate to Admin → Users.
2. Select the user and open the Permissions tab.
3. Toggle the required permissions and click Save.
Apply Role‑Based Permissions
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1. Go to Admin → Roles.
2. Choose a role or create a new one.
3. Define the permission set for that role.
4. Assign users to the role under Admin → Users.
Best Practices
- Follow the principle of least privilege.
- Review permissions quarterly.
- Use role‑based access wherever possible.
- Log permission changes for audit trails.
FAQ
Can I override role permissions for a single user?
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Yes. Direct user permissions take precedence over role permissions.
How do I audit permission changes?
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All changes are logged in the Audit Trail under Admin → Logs.