Staff, roles, and permissions
Staff accounts, roles, record visibility, security, and permission management.
- User list and account administrationIn the Staff list, the administrator locates accounts, opens their details, and proceeds to manage roles and permissions.
- Creating a new user and selecting the account typeWhen creating team member, it is important to complete their profile and select the account type based on their intended role within the Hanna system.
- Roles, their assignment, and the permissions matrixA role groups permissions into modules and actions, while the permissions matrix allows for the precise definition of access levels.
- Record visibility and secure permission changesRecord visibility is determined by the role, individual permissions settings, and organizations; therefore, changes must be evaluated while logged in with the relevant team member account.
- Account security, deactivation, and removalPasswords, 2FA, and devices protect the account; before disabling or removing team member, it is essential to transfer its responsibilities.