What's better than a promotion? Being upgraded to edison365 Admin! 😉 A guide to filling user roles, everywhere you need to assign people and why!🌟
Whether your platform is set up and ready to launch, or you've noticed people can't do the stuff you want them to do; checking you have fulfilled the relevant user roles is the perfect way to ensure everyone has access to the correct areas. Follow the below steps in sequence order to fill all roles! 🚀
-
- Administration ⚙️
- Licenses
- Add users
- Search a name
- Select Full, Lite or Read Only license (see more info on different licenses)
If you've fallen at the first hurdle here, don't worry. If you can't see the Admin tab on the left hand panel, contact the IT resource who helped set up the app, they can follow steps 1 and 2 to give you admin permissions.
2. Nominate some Admins 🔎 Back end business, gives editing rights to all templates.
-
- Administration ⚙️
- Manage Access
- Search a name
- Save
Pssst.. at this point you can also add some Execs, they will have read only access to everything!
3. Add users to a template 💾
-
-
Administration ⚙️
-
Templates
-
Select and Edit template
-
Add Owners (able to create records of this type, and edit records they are assigned to own)
-
Add Readers (read only access to any records created using this template)
- Assign Process Managers (allows users to be applied as process managers to records using this template, responsible for progressing records through stages. Cannot edit data)
-
-
-
Administration ⚙️
-
Workflows
-
Select and edit workflows
-
Select relevant review stage
-
Expand Review in left hand panel
-
Add Approvers (will receive notification to complete their review when records using this workflow enter into this stage)
-
5. Create Resource Managers 💡
-
- Administration ⚙️
- Manage Users
- Add Resource Managers (will appear in the list of Managers when creating new resource and can create resource reports)
Visit our Resource Management section for more info!