Managing User Permissions in DriveCentric
DriveCentric provides a robust permissions system to manage user access and roles effectively. This guide explains how to manage individual and group permissions, troubleshoot common issues, and understand specific permissions like 'Delete Planned Rule.'
Overview of User Permissions
User permissions in DriveCentric are managed at two levels:
Individual Permissions: Specific to a single user and customizable when the user is not part of a permission group.
Group Permissions: Applied to all users within a permission group, locking individual settings.
Managing Permissions for Individual Users
Adjusting Individual Permissions
If a user’s permissions are locked, they are likely part of a permission group. To unlock and adjust their individual permissions:
Navigate to Store Settings > Permission Groups.
Select the relevant group and go to the Users tab.
Select the "X" next to the users name to remove the user from the group.
Refresh the page and edit the user’s permissions directly in their profile.
Matching Permissions to Another User
To replicate another user’s permissions:
Identify the user whose permissions you want to mirror.
Manually set the same permissions for the target user.
Managing Permissions for Groups
Adjusting Group Permissions
To change permissions for all users in a group:
Go to Store Settings > Permission Groups.
Select the group you want to edit.
Adjust the permissions and save changes.
Adding Users to a Group
To add a user to a new group:
Remove them from their current group.
Assign them to the new group with the desired permissions.
Specific Permissions and Their Functions
'Delete Planned Rule' Permission
The 'Delete Planned Rule' permission is required to delete tasks created by business rules. Without this permission, users cannot delete such tasks, even if other delete permissions are enabled. To enable this permission:
Navigate to Store Settings > User Management.
Select the user and enable the 'Delete Planned Rule' toggle.
Task Deletion Permissions
Task deletion permissions are divided into:
Delete Tasks: For manually created tasks.
Delete Planned Rule: For system-generated tasks.
Ensure both permissions are enabled if users need to delete all types of tasks.
Role of Expert Users in Permission Management
Expert users have full administrative capabilities, including:
Adjusting permissions for users and groups.
Managing store settings and data access.
Only expert users can enable or adjust permissions like 'Delete Planned Rule.' If you need changes, contact an expert user in your organization.
Troubleshooting Common Permission Issues
Locked Permissions
If permissions appear locked:
Verify if the user is part of a permission group.
Remove the user from the group to unlock individual settings.
Permission Changes Not Taking Effect
After updating permissions, users may need to:
Refresh the page.
Log out and back in.
Changes apply only to new tasks created after the update.
Missing Delete Option for Tasks
If the delete option is missing:
Ensure the user has the required permissions ('Delete Tasks' and 'Delete Planned Rule').
Check if the task type (manual or system-generated) aligns with the permissions.
By following these guidelines, you can effectively manage user permissions in DriveCentric, ensuring appropriate access and functionality for all team members.