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  5. How to Set Up Access Rights

How to Set Up Access Rights

For every Flowlu application, you can set certain access rights for each teammate.

The invited team members get limited access to all installed Flowlu applications by default. They see only those tasks, opportunities, projects and other features which they take part in. You can change access to your applications on your own — set administrator role for your teammate or deny the access.

There are three ways to set access rights.

Method #1. In Employee’s Profile

Go to My Team

Click the username that you want to set access rights for and you will get to their profile.

Click the pen icon.

To set access rights, go to Access rights tab.

In this tab, all installed applications will be displayed. You can set up access rights for each employee depending on their role in the company. When you choose a permission, the settings will be automatically saved.

You can go quickly to employee profile settings out of any section where his username is clickable. For example, from the feed, tasks, projects pages and so on.

Method #2. In Each Module or Application Settings

Go to the Portal Settings.

The main settings page will be opened. In the left menu you will see applications with various tabs to set up.

Choose a Module, click the Main Settings and go to the Users Access Settings. There you can define permissions for every employee. When you choose a role, settings are saved automatically.

Method #3. In the Marketplace Module

Open the Apps:

Select the module and go to the settings → User Access Settings.

Choose a colleague you need and set up their role. You can grant full or limited access to an employee or deny any access. In this case, the module will not be displayed in the teammate’s menu, nor they will be able to go to a module via the link.

You can learn more about user permission settings in this Knowledge Base article.

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