System administrators can now control which users have access to create specific card types within the portal. This feature adds an additional layer of security and control, allowing admins to manage access at the Role, Category, or Individual user level.
By enabling this functionality, you can ensure that users can only create the card types relevant to their access level, which prevents error and maintains consistency when using the portal.
|
Access Type |
Description |
|
Role |
Restricts card creation based on the user's role. (Eg., user, admin) |
|
Category |
Only applicable to some Organisations. Allows control over card creation for users linked to a specific group or department |
|
User |
The highest level of control, overriding Role and Category access if necessary |
How to set up?
The clip below shows you how to set up and manage a users access within the portal.
Note: As previously mentioned, only System Admins can modify user access settings.
If you require any further assistance, please raise a ticket with our customer support team here.