Default rights of users
All users can view and comment on public processes relevant to their role. Once you have set up a new user and he/she has logged in, then this person can:
Search, read, view and comment on any process, its activities and work instructions – that are not private.
Search, read, view and comment on any process, its activities and work instructions – where they have a role and therefore are ‘Process members’.
Complete tasks in all activities where they are members, if they have a PRO license.
However, some users will need more rights than that. So let us show you how to assign the correct rights to your users.
Assigning rights to users
You can see which rights a user has and assign rights to your users under 'Users'. Simply turn on the edit more and click on the user.
Gluu uses six types of rights that can be given to individual users:
Manage components and forms
Manage users' rights
Manage all processes and work instructions
Create new process
Manage organizational roles
So let's go through them all!
1. Manage components and forms
2. Manage users' rights
Typically given to administrators and managers that are in charge of delegating user rights.
3. Manage all processes and work instructions
Any user can be added as Owners or Editors of specific processes. This allows them to manage specific processes – and only these. However, you can allow a user to edit ALL processes by assigning this right. If this box is checked, the user is able to edit ANY process and/or work instructions even if they are not assigned as an owner or editor.
4. Create new process
The user can create a new process. However, once process ownership is delegated to somebody else, the user will not be able to work on the process anymore (unless they are set to be an editor) - this can be considered the 'light' version of 'Manage all processes and work instructions'. This right only allows the user to create new processes, not manage or edit existing processes owned by other users.
5. Manage organizational roles
This is useful for the HR people that maintain the common role library that is reusable across all processes. By managing your roles centrally you avoid duplicates when managers create similar-sounding role names. Also, you can change role names in one place across processes if you decide to change. If you check off the ‘Manage roles’ box then the user can manage the account’s common role library (called ‘Roles’) – add/edit/delete roles – their names and descriptions.
Other users can still use the roles in processes – they just can’t change role descriptions and names.
6. Manage users
Typically given to HR administrators who manage how new colleagues are introduced and how colleagues leave the company. If you check off the ‘Manage users’ box then the user can:
7. Manage account
The person that created your account is by default the 'Account Owner'. The account owner has all the rights mentioned in this article (Read more about account owners below)
However, you can add others to help the account owner to manage the account by assigning the 'manage account' rights. A user with these rights will be able to assist with all the general account stuff - permissions, adding labels, components, etc.
The Account Owner
The user who originally created the account is the ‘Account owner’ by default. This user has all rights above. In addition to this, the Account Owner has the rights to manage plans and billing through access to the billing page where user seat numbers can be changed, plans and payment details can be changed. This is where you can also manage account defaults and even close the account.
As an account owner you can view and change owner in the 'Account settings' section:
Tags: Job profiles, personalised overview, connect roles,