Web User Roles and Permissions

  • Updated

This article provides a guide on how to manage user roles and permissions in BigChange. Understanding how to assign and manage roles is crucial for maintaining security and ensuring that users have the appropriate access to perform their tasks.

 

Where to set Web User Roles in BigChange

Navigate to [Top menu] Profile (icon)Admin Settings[Side menu] Web UsersRoles:

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Understanding the Roles Section

In the Roles section, you can view and manage the functions that can be accessed by different user roles. The section is divided into:

  • Type: This column groups features together based on the area of the business they relate to, such as Schedule, Resources, etc.
  • Action: These are the permissions that you are allowing or disallowing a user role to access.
  • Role Names: These are the default roles set up by BigChange, including Administrator, Managers, Basic Users and JobWatch Basic Users.

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Default Web User Roles and Permissions

The default roles provided by BigChange are not editable. However, you can add additional roles specific to your business and these will be fully editable.

For example, while only Administrators have the ability to view and edit everything, you can grant Administrative permissions at a more granular level. You might want a Financial Manager to be able to 'Administrate financial' but not 'Administrate web user roles/restrictions'.

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Creating Web User Custom Roles

You can create your own roles depending on your needs. For instance, you might have a role called ‘Finance’ which allows the production of invoices, and a role called ‘Sales’ which cannot.

To create your own role, select the ‘add’ button. Once you have named the new role, it will be added as a column. You can then scroll down the list and tick the Actions that you would like your new role to be able to complete.

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Conclusion

Managing user roles and permissions in BigChange is a straightforward process that allows you to maintain control over who has access to what within your organisation. By understanding the default roles and how to create and manage custom roles, you can ensure that your team has the access they need to perform their tasks effectively.