1. Set the role
Settings - Users
Now you can select the roles: Administrator, Manager, Editor, External user - editor, External editor - read only.
Permissions by the role are shown in the security matrix below:
2. Set the Role Permissions
For roles other than Administrator, you can configure permissions more flexibly in Role permission block:
Group - is required for roles other than administrator. One or more groups can be specified for each company. The same group can be selected in different companies. Groups can reflect the territorial or functional division of companies or users.
“Allow access to all companies from selected groups” - checkbox, not chosen by default. If the checkbox is checked, than user will wee all companies from the selected groups (doesn't matter what companies will be added in the next "Companies" field).
Companies - use that field when you don't want to give access to all companies from selected groups. Uncheck "Allow access to all companies from selected groups” and select needed companies in the current field.
Templates - user sees only the chosen templates.
Modules- user sees only the chosen modules.
3. Check the group members
General - Groups.
You can also view / configure group settings for users through General settings, but it is important to remember:
If you add a user to a group, you should make sure that the "Allow access to all group companies" checkbox is checked in the user settings OR the specific required companies are selected.
