Managing User Roles & Permissions in Qobrix CRM
1. Access control
Before starting, you should understand how Qobrix Roles & Permissions work.
If you’re a Qobrix Administrator, you create users, groups and roles.
Each user is identified by a username, password and the role they are assigned to. The task of setting up users is very important and needs to be done in accordance with the profile of the user.
2. Managing users, groups and roles
To manage all user details, navigate to the Settings gear icon located at the top right-hand corner of the Qobrix system.
3. Adding a new user
Select the User section from the Settings gear icon drop down list to access the user section.
This section lists all existing users on the system and allows the Qobrix Administrator to manage current users as well as invite new ones.
3.1 Inviting a new user
New users are invited using the “invite” button at the top right-hand section of the top right-hand corner of the Qobrix system.
The Qobrix Administrator will need to complete the user details and allocate the user to a permissions group.
Select the Group from a drop-down list of default groups. Customer groups can also be added (see the next section)
Once the mandatory details, i.e., Group, First and Last Name and e-mail, have been added, the invitation can be sent. Once sent, the new user will receive an invite with all the relevant information to activate the account and set passwords.
- The e-mail needs to be unique in the system
- The e-mail will become the users’ username
4. Creating a new user group
The Qobrix Administrator will have the ability to create new Groups according to the organisation’s structure.
4.1 Adding a new Group
Adding a new Group is done using the “+Add” button from the Settings gear icon drop down list.
Once Selected, the Create Group screen will appear.
During the setup, the Qobrix Administrator can assign users to the group.
5. Creating a new Role
The Qobrix Administrator can create new Roles according to the organisation’s structure. By choosing the Roles option, you can see a full list of existing roles in the system.
5.1. Adding a new Role
Adding a new Role is done using the “+Add” button from the Settings gear icon drop down list.
During setup, the Qobrix Administrator can assign the Group for which the role type applies and choose the capabilities the Role will offer. For a full list of Capabilities, please refer to section 6.
5.2 Role permissions
Each role has its own set of permissions and are configured using the capabilities options per module. For the full list of Capabilities, refer to section 5.3.
5.3 Capabilities module list
6. App: Properties module parameter options
Full list of capabilities that can be assigned for new Roles.