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In our system, only users with 'Manager' or 'Admin' permissions hold the authority to modify the details of all users. This privilege ensures secure management of user roles and permissions. If you're a 'Manager' or 'Admin' looking to update a user's access, here's a simple guide to navigate through the process:
As a 'Manager' or 'Admin', access the user management section. Typically, this can be found in the dashboard settings menu.
Identify the user whose permissions or role you intend to restrict or update. This could be an individual who no longer requires certain privileges or needs to be confined to specific access levels
Once you've selected the user, locate the 'Permissions' tab. This tab serves as the gateway to controlling the user's access rights.To edit a users role click 'edit role'
You can change an accounts status from within this menu. Here is where you would deactivate an account or restrict an account for any reason.
If you wish to modify the user's role, click on 'Edit Role'. This action will enable you to adjust the user's position within the system hierarchy. For instance, you may downgrade their role from 'Admin' to 'Manager' to 'Team Member' to limit their administrative capabilities or upgrade their role to open their capabilities.
You can now transfer account ownership within your Astalty account. You can do this from the account owners user account to another admin user account.
Alternatively, if you want to refine the user's permissions without altering their role, select the 'Edit' option. This will grant you the ability to fine-tune the specific actions and functionalities the user can access within the system.
If you would would like a user to have access to the 'Admin' privileges but do not want them to see any financial data. You can now override the financial permissions within an Admin user role. You can do that from within the permissions tab within their user profile. Simply click 'edit' within the permissions screen and deselect the 'can access pages relating to Finance' option and click update.
By following these steps, you can effectively modify user permissions and ensure that access to sensitive information or critical functionalities remains controlled and secure. Remember, this access is reserved for 'Manager' or 'Admin' roles!