Users Module Overview

The Users Module serves as the backbone of system security and user accessibility. It's where new users are onboarded, roles are defined, permissions are allocated, and activities are monitored. Understanding this module is paramount for maintaining the integrity of the system and ensuring that each user can perform their role effectively and securely.

Users

• User: Manage individual user profiles, which include personal information, system settings, and access permissions.

• Role: Define roles, assign them to users, and customize them to fit the organizational structure and access needs.

• Role Profile: Create composite role assignments that can be easily managed and deployed across multiple users.

  • These should be specific to the application/module scope and best practice is to avoid creating Role Profiles that combine multiple application scope Roles into a Role Profile.

  • If a Role Profile is selected, additional edits cannot be made on the Roles of the User, so be aware of what makes sense for your needs.

• Module: Control access to various modules, ensuring that users can only access the modules necessary for their work.

  • If a Module corresponds to a custom My Application, the relationship is a 1:1, so there should only be 1 Module to 1 My Application.

• Module Profile: Create composite module assignments that can be easily managed and deployed across multiple users.

  • Module Profile follows similar logic as Role Profiles.

Logs

• Activity Log: Review records of user activities, providing accountability and aiding in security monitoring.

• Access Log: Track user access patterns and review authentication histories for security and auditing purposes.

Permissions

• Role Permissions Manager: Configure and manage the permissions associated with each role within the system.

• User Permissions: Fine-tune access controls for individual users for granular management of system access.

• Role Permission for Page and Report: Assign and manage access to specific reports and pages based on user roles.

• Permitted Documents For User: Grant and manage access to particular documents on a user-by-user basis.

• Document Share Report: Share documents and track shared document activities.