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Access Permissions and User Groups
Access Permissions and User Groups

Understanding the Access Permissions and User Groups functionality on Cloud

Written by Ashok P
Updated over a week ago

When working on an application with a large feature set such as D-Tools Cloud, you need to be able to assign users access based on the role they play in your business. This way, you don't have to expose all of what's happening with your business and protect sensitive information.

Cloud has robust Access Control features in "Access Permissions" and "User Groups" to help you assign Role-Based access to users. Both these features are available under "Settings > Account > Users & Permissions."

Access permissions

Access Permissions give you a way to restrict the user's access to certain parts of the D-Tools Cloud application. Cloud has granular-level permissions for managing access to the Catalog, Opportunities, Projects, Services, and other functionality.

Each of these permissions can be turned ON or turned OFF. To see what the permission is meant for, hover over the info icon of the permission.

As we add new functionality on Cloud, you will see new permissions being added. You can choose to turn them ON or OFF in the relevant user group.

User groups

A User Group is a specific set of access permissions saved for future use. Cloud comes with two built-in user groups—Administrator and User. The Administrator group has access to all parts of Cloud. The User group has access to all of the Project Management functionality, but restricted access to other parts of Cloud.

You can create custom user groups on Cloud by assigning tailor-made permissions aligned with the role of the users in the group.

When you add a new user to Cloud, you can assign them to one of the built-in or custom groups and they get the permissions assigned for the group.

If you want to see which user group the user belongs to, see the "Group" column.

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