Table of Contents
Introduction
As part of your resources management, proper permission and access should be granted to all users and roles to define their authority. You can allow users to work with all items or only the items assigned to them. You can also make all items visible or have them restricted to specific users or roles.
Permission and access management may differ from one organization to another. To cover the complexity as well as the flexibility of your organization and projects, Nimvio provides you with several levels of permission and access management – organization-level, project-level, and content or media-level. However, this guide will only cover the organization and project level. For the content and media level, you can go to Content and Media Sharing Setting.
To be able to manage permission and access at the organization and project level, you must have an administrator role. The following guides allow you to manage them.
Organization-level Permission and Access
Follow these steps to update permission and access at the organization level.
1. On your Account Dashboard, click on your account name in the upper right corner, then select the Organisation Settings tab.
2. Switch to the Roles tab, click on the Pencil icon button on the role list.
3. You can update the permissions granted for the role by clicking on the color indicators in the respective module row and column. See the table below for the actions you can do.
|
Action |
Description |
| Allow | This action gives the role access to the item and all of its sub-item. |
| Deny | This action forbids the role from accessing the item. |
Note: "Deny" will override "Allow" if there is conflicting permission in the same level and entity.
4. Click on the Save button once everything is set.
5. You have successfully updated the permission and access for a specific role at the organization level.
Project-level Permission and Access
Follow these steps to update permission and access at the project level.
1. On your Account Dashboard, select a project where the permission and access will be updated.
2. Switch to the Settings tab and select Roles on the side menu. You will see a list of project roles. Click on the Pencil icon button on the role list.
3. You can update the permissions granted for the role by clicking on the color indicators in the respective module row and column. See the table below for the actions you can do.
|
Action |
Description |
| Allow | This action gives the role access to the item and all of its sub-item. |
| Deny | This action forbids the role from accessing the item. |
Note: "Deny" will override "Allow" if there is conflicting permission in the same level and entity.
4. Click on the Save button once everything is set.
5. You have successfully updated the permission and access for a specific role at the project level.
What is Next?
Congratulations! You have finished the guide. Keep exploring below:
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