Update User Permissions
Update User Permissions
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Welcome to the comprehensive user documentation on updating user permissions within our system. This guide is designed to empower administrators and authorized personnel with the knowledge and steps needed to efficiently manage and adjust user access levels. By updating user permissions, you can ensure that users have precisely the right level of access to perform their roles effectively, enhancing security and data integrity.
Please follow the following steps:
Log in to the CI App: Access your CI App account by visiting https://ci.zapyan.com/login.
Select Your Business: To view user management overview for a specific business, click on the "View Dashboard" button associated with that business.
Access the User menu On the left side of the screen, click on the shop menu and then click on the user menu icon as shown below
4. Use the search bar to find the specific user you wish to update the permissions for.
5. In the search results, identify the user and navigate to the "Action" column.
6. Under the "Action" column, click on the settings icon (represented as a gear or cogwheel).
7. From the dropdown menu that appears, select the "Edit access" option.
4. Operator will be navigated to the user detail overview page, Here, you can review the user's information, including their current permissions.
5. Under the "Accounts" section, locate the dropdown menu containing available role options. These roles are as follows:
Admin: Grants full access and administrative privileges.
Editor: Provides editing and content management permissions but no access to the User Management feature.
Viewer: Offers read-only access without editing privileges.
6. Select the appropriate role that aligns with the user's responsibilities.
7. After selecting the new role, click on the 'UPDATE ACCESS' button to confirm the role update
8. A notification will promptly appear on the screen, confirming that the user's role has been successfully updated.
Tips
Tips
Clear Role Definitions: Clearly define user roles and access levels within your organization. This ensures that each user has appropriate permissions based on their responsibilities.
Regular Audits: Periodically review and audit user accounts to ensure that access levels and permissions are up-to-date and align with the user's current role and responsibilities.
Least Privilege Principle: Follow the principle of least privilege, which means granting users the minimum level of access necessary to perform their tasks. This reduces the risk of unauthorized access.
User Onboarding and Offboarding: Implement a structured onboarding and offboarding process for employees. Grant access when they join and promptly revoke access when they leave the organization.
Access Revocation Workflow: Establish a clear workflow for access revocation in cases of role changes, termination, or other situations. Ensure that access is revoked promptly and securely.
Still need help?
Still need help?
Please contact our professional support team if you require further assistance
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