Access to the system is provided through access rights, these can be assigned via the ole (this is the suggested method), or alternatively directly into an individual’s Contact.
Adding access to a Role creates consistency, if you have several individuals that all have the same role then you probably want them to have the same system access as each other.
It also means that if an individual leaves a role, you can assign that Role to somebody new, and the access rights are automatically matched across due to the Role.
To add an access right in either area.
1. Click on the specific Role you wish to add access rights too, once opened scroll to the area Access Rights
2.. Select the checkbox relating to that module (the page is put into Edit mode) and the type of access you want this role to have.
3. When all the checkboxes have been completed click on the ‘Save’ button
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, they can also be given on a per individual basis through their Contacts page.
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.