Permission

By creating and modifying the permissions of the team members, you will be able to monitor which members of the team can have access to which information on erxes.

With permission, you can do... Sometimes you don't want your entire team to have access to everything within erxes— that's why we've made it easy to give certain team members access to specific data and features in your erxes. In the team members section of your settings menu, you can edit the permissions of each team members. With permission, your organization can:

• have better data security
• prevent team members' destructed by too much-unrelated information
• ensure a more focused work-oriented environment.

** Creating the permissions The Permission can be found in the settings section on the bottom left side of the screen. By selecting the tab, you will be able to access it. There will be default permission types as admin, marketing, sales, and support at erxes when you first join in. And you can create your permission by editing the existing permissions or creating brand new ones for your organization.

Permission to be explained

For each teammate, you can choose different permissions depending on their needs in the workspace. Below is the logic behind setting up your team member’s permissions. You can create as many permissions as you wish to create, but each type of permission has the following:

• Choose the plugin user group can get access to out of all plugins your erxes has
• Choose the action a team member can take when using that plugin: each plugin contains the number of actions that can be taken when using it.
• Choose the user group allowed to get access to the above plugin and do the action given or
• Choose the team member allowed to get access to the above plugin and do the action given

Step one. Create your user group

Step two. Create your permission to belong to the chosen user group type.

Step three. Edit permissions