Adding Users allows you to access CENTRL’s collaboration features such as assignments and internal comments. Furthermore, you can configure enterprise-grade access for different users to control what data each user sees. Only System Administrators can add and modify the information and access for your internal Users.
This article covers the following topics:
- Adding a New Internal User
- User Details
- Primary Organization
- Role and Advanced Capabilities
- Partner Access
- Secondary Organization
Adding a New Internal User
1. Navigate to Users screen from the System Admin module and click on the Add User button as shown above.
2. The New User page will appear allowing you to enter details for a user, Primary Organization, and Partner Access & Permissions
3. Click on the Save User button once you are ready. The user will be created and an email notification will be sent to the user for them to register.
Note: After the user is created, the email address cannot be modified. Scroll down to learn more about the different sections available in the New User page.
System Administrators should be able to create a user having at least some System Admin privileges and no Application Access (no access to any other modules besides System Admin) as above below.
You can enter the user's First name, Last name, Email, and Phone (optional) in the User Details section. You can also enable System Administrator Privileges as required. To learn more about the System Administrator capability, click here.
The Primary Organization determines the extent of access a user can receive. Each user can only be associated with one Primary Organization. Organizations work in the hierarchical order allowing you to see information for the Primary Organization and sub-organizations beneath it. This data access is then further restricted by the Role the user has.
You can select the Primary Organization you want this user to belong to by clicking on the Organization dropdown.
Role and Advanced Capabilities
You can add or update user roles that define the permissions for a specific user. You also have the option to assign advanced capabilities for that user. To learn more about Admin capabilities, click here.
You can select the Partners the user has access to by clicking on the Select button as shown above. Based on the selection, Access to Partner will be restricted throughout the platform for all modules. (Note: If the user has Admin capability for a module, he/she can access the information across all partners.)
You can also define the permissions the user can have for the selected partners.
View Partner Information: This option when enabled, allows the user to view the Partner Profile and the associated contacts and products.
Add & Edit Partner: This option when enabled, allows the user to add and edit the Partner profile and associated contacts and products.
You can select the Secondary Organizations that you want this user to have access to. A user can have access to multiple secondary organizations as per their organizational and business needs.
Click on the checkboxes to multi-select the secondary organizations. Once selected, click on the Save Changes button to save these changes.