User Access Management

Overview

SnappyFlow utilizes Role-based access control (RBAC) to streamline the user access management. Snappyflow offers four distinct types of roles, where each role has different set of access permissions. By assigning a role to an users, the access level to of the user towards the profile, project and application can be controlled.

Profile Admin: Profile Admin role has permission to Read Project, Create/Delete Project, Edit Project, View Profile, Edit Profile and Add User.

Basic: Basic role has permission to Read Project.

Advance: Advance role has permissions to Read Project, Create/Delete Project, Edit Project, View Profile.

None: This role has no access privileges.

How to Add User(s)?

note

Only Snappyflow account admin has the permission to add user(s) to the account.

1. Go to the Manage tab in SnappyFlow.
2. Navigate to the Users tab.
3. Click the +Add User button in the User Management window.
4. In the Add User window, add the following details:
   • Name
   • Email
5. Click the Save button.
6. Password will be generated.
7. To add multiple user at a time, click the Add Users (.csv) button.
   • In the Add User(.csv) window, upload a .csv file with the list of users
   • Click the Add button.

note

Except the profile admin, all the users added here will be considered as Normal users and their role will be determined at the Profile Level. Until their role is determined at the profile level, they will not be granted access to view any data in SnappyFlow.

Manage User Access - Profile Level

note

Only profile admin has the permission to add user(s) to the profile.

Single user

1. Go to the Manage tab in SnappyFlow.

2. Navigate to Profiles > Profile > User Permissions section.

   

3. In the User Permissions window, click the Add New button.

   

4. Select a user and the respective role.

5. Click the Save button to save the changes.

   

6. A table with the user, role and the respective access will be generated. The Action column has the options to edit and delete the user.

Multiple Users

1. In the User Permissions window, click the Add New Users button. User list will pop up.

   

2. Select users and their Role.

3. Click on the Add button to add the selected users to the profile.

4. A table with the list of users, their role and their respective access will be generated. The Action column has the options to edit and delete the user.

5. To delete multiple users:

   • Select the users, a Delete button will pop-up
   • Click the Delete button
   • In the Revoke Profile Permissions window, select Yes
   • The selected user will be deleted

Manage User Access - Project Level

1. Go to the Applications tab in SnappyFlow and navigate to Project.

   

2. Click the ... project menu icon, and select User access control option.

   

3. In the User access control window, select a user and set permission (Read, write, Deny).

   • Read - The user can view the particular project's dashboard
   • Write - The user can edit the particular project's dashboard
   • Deny - The user cannot access the project's dashboard

note

The list will only include user(s) added at the profile level.

4. Click the Add button to add the user.

   

5. Click the Save button to save the changes.

Manage User Access - Application Level

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1. Go to the Applications tab in SnappyFlow and navigate to Project > Application.

   

2. Click the ... application menu icon, and select Dashboard List option.

   

3. In the Dashboard List window, click the User icon.

   

4. In the User access control window, select a user and set permission (Read, write, Deny).

   • Read - The user can view the particular application's dashboard
   • Write - The user can edit the particular application's dashboard
   • Deny - The user cannot access the application dashboard

note

The list will only include user(s) added at the profile level.

5. Click the Add button to add the user.

   

6. Click the Save button to save the changes.