Managing User Access and Permissions Follow
Managing User Access in AutyFi: A Step-by-Step Guide
This guide will walk you through controlling who can use AutyFi and what they can do. As a franchisor, you’re in charge of deciding who gets access to certain features and information. Think of it as being a ship's captain, ensuring everyone has the right tasks to keep things running smoothly. Let’s go step-by-step to see how you can manage user access and keep everyone on track!
Steps for Managing User Access:
1. Go to User Management
The first thing you need to do is find the "User Management" section in AutyFi. This is where you’ll see a list of all the people who have access to the platform. Think of it as the control room, where you can see who’s part of your team and what they’re up to!
- Log in to your AutyFi account.
- Click on the Profile logo to open a drop-down menu.
- Select Organization from the list.
- Go to the organization where you want to assign roles and click Edit by selecting the options button before the organization name.
You’ll now see a new window. Under the Action tab, click on the options menu and select Edit. This will take you to the User Management settings page, where you can manage your users.
2. Assign Roles
Once you’re in the User Management section, it’s time to assign roles. A role is like a job title within AutyFi. For example, some users will be franchisors (business owners), and others will be franchisees (managing specific locations). When you assign a role, you’re giving each person a set of tasks. It’s like giving out badges so everyone knows their role!
3. Define Permissions
Now that you’ve assigned roles, you must decide what each person can and cannot do. This is called setting permissions. Permissions control how much access each role has to reports, dashboards, and settings. For example, franchisors might be able to see financial reports, while franchisees can only see data for their locations. It’s like giving different keys to different people—some can unlock more doors than others!
4. Invite Users
After setting roles and permissions, it’s time to invite people to use AutyFi. You can send an invite to your franchisees or team members, and once they accept, they can log in and see what you’ve assigned to them. It’s like inviting your friends to join a group but only giving them access to certain rooms!
5. Monitor Activity
Once everyone’s set up, you can monitor their activity in AutyFi by tracking their activity. You’ll see who’s logging in, what they’re viewing, and whether they’re using the platform correctly. You can adjust their permissions at any time, whether someone needs more or less access. It’s like being the referee in a game, ensuring everyone plays by the rules!
By managing user access and permissions in AutyFi, you ensure that everyone has the right level of access to do their job and help keep your business running smoothly.
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