Role-Based Access
Introduction
This page explains how to use the Role-Based Access page, where admin users can set permissions for other users in the Account. The page is located under: Account Management > Users & Groups > Role-Based Access.
Setting the Default Access Level in Account Settings
This setting allows you to define the default access level for every user logging into the system for the first time. The three options are: Workspace, Block, and Account Admin.
You can find this setting under: Account Management > Account Settings > System Settings.
Access Level = Workspace: Any user logging into the system for the first time will have access only to the Workspace interface.
Access Level = Blocked: Any user logging into the system for the first time will be blocked from using it.
Access Level = Account Admin: Any user logging into the system for the first time will have admin permissions, meaning they will have access to both the admin site and the Workspace.
Setting a New Access Rule
In the Role-Based Access page, you can create Role Access for both individual users and groups. The rule set here overrides the default rule defined in the previous section of this guide. Simply click on the NEW ACCESS RULE button, start typing the name of the User/Group, and click Create.
Simple Example
Let’s say I am the admin of an organization and I want only the Developers group to be allowed to use the Pragatix system. The best solution for me would be to set the Default Access Level to Block and grant Workspace access permissions to the Developers group.
Granting Menu Permissions
Additionally, you can define which menu tabs each user/group will see, other than those with a Workspace or Block access level (Workspace users can see the entire menu). In the following example, I will configure the user agi@agatsoftware.com to only have access to the Home and Workspace tabs in the menu.