The "Managers / Roles" section allows you to create and manage your different users by assigning them the necessary and sufficient permissions for their responsibilities.
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Create & Configure a Role
Roles are essential in managing access rights and permissions for your users. They allow you to define "rights envelopes" and then assign them to your different Manager accounts.
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Our advice
Role configuration is difficult to grasp without already having experience with the different modules. Therefore, we recommend limiting yourself to:
Create the different "Roles" by naming them according to your various business functions (e.g.: Business Manager, HR Manager, ADV, ...),
Assign them simple rights to start with (if in doubt, give the minimum).
To help you create your rights, feel free to read the tutorial that explains how to create/configure your different roles.
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Create & Configure a manager account
Prerequisites
If you plan to import a file containing information about your resources (internal/external collaborators), we recommend waiting until you can import them to avoid having to create/qualify them manually.
This video will explain how to create a Manager, assign them a role, and share their access.
Tip
You can customize the access sharing message (for your different user types) from your Global Settings > "Share" tab.
Points to validate before moving forward:
Have created the roles that will be used for data migration,
Have created the managers who need to log in to the interface for the data migration process,