Each Role can have its own access rights, this is how you can control what individuals see within your organisation.
Access rights can be configured from a specific Role or per individual. To add an access right in either area.
1. Click the ‘Edit’ button
2. Select the checkbox relating to that module and the type of access you want this role to have.
Access rights come in three variants.
Do – Generally the lowest access right level, it allows the user to do or perform a task.
See – This access right allows the user visibility of certain Centrik modules.
Manage – The highest access right within Centrik, this access right allows the user to add, delete, amend, and manage certain modules within Centrik.
Access rights can be given for the entire system (Sys), at Organisational (Org) level (if a multi-Org Centrik site) or at a department (Dept) level that an individual is in.
Access rights can be given manually or automatically from within the role settings.
If the selectable option is set to ‘assigned manually to users’, then role assignments need to be given individually to contacts. If the option is set to ‘assigned automatically’ then when a user is added to Centrik in that role the access rights are controlled from the role level within that department. This allows you to create consistent access rights based on a role within your organisation.