Permissions Update: User Management
Discover the Benefits of New User Management Permissions
We’re excited to announce a significant update in our permission settings, dedicated to enhancing user management within your CRM ecosystem. This update introduces a more granular approach by replacing the existing team management settings with a dedicated user management permission. This change not only enhances flexibility but also gives administrators greater control over user creation permissions.
New Permission Settings
- View and Manage Users: This permission setting allows users to create, edit, and delete other users within the account, streamlining administrative tasks.
- View Users: This grants a view-only access to the user list, ensuring those without administrative roles can still stay informed.
- If both permissions are disabled, the “Team” and “MyStaff” sections will no longer appear in the side navigation bar, reducing clutter for non-administrative users.
Why This Update Matters
- More Granular Control: Previously, there wasn’t a way to manage who could create or modify user accounts, leading to potential administrative challenges. With the new settings, administrators can distinctly define user roles, enhancing security and organizational efficiency.
- Improved User Experience: New error messaging has been introduced with this update, providing clearer insights into why certain actions are restricted. This reduces confusion and enhances the usability of the platform. The separation of User Management permissions makes the system more intuitive and relatable.
Enhanced Navigation and Management
By adjusting these settings, you gain the power to streamline the navigation for your team members based on their roles, making your team management efforts more precise and effective.
Incorporating these changes will help you drive a well-managed, more secure environment within your organization. For more information on how to best utilize these new permissions, check out our support page.
In Case You Missed It: Discover how our Enhanced User Permissions in the Calendar Module can further upgrade your user experience.
