User Access Control is a crucial feature for managing team members' roles and permissions within your account. It ensures that each team member has the appropriate level of access to the platform. Here's a simple guide to help you understand and set up User Access Control.
Assigning Roles When Adding Users
Navigate to Team Settings:
Go to the 'Team Settings' in your Udext account.
Inviting a New User:
When inviting a new user, you will have the option to assign one of three roles: Account Owner, Admin, or User.
Understanding Different Roles
Account Owner:
Has full access to the platform, including organizational settings, inviting team members, and managing contact settings.
Admin:
Similar access to the Account Owner but with certain restrictions. Admins cannot change organizational settings, invite new team members, or update team member settings.
User:
Designed for team members primarily responsible for communication. Users can send and receive messages but cannot add/update/delete contacts, or change organizational settings, or invite team members. This role focuses on communication without data editing privileges.
Configuring Access Levels
Full Access vs. Limited Access:
When adding users, Account Owners can choose between Full Access and Limited Access for each user.
Full Access: Grants complete control over contact management and unrestricted communication with all contacts.
Limited Access: Restricts the user to messaging and viewing contacts only within assigned groups, ensuring focused and relevant communication.
Effective Team Management
By carefully assigning roles and access levels, Account Owners can ensure that each team member has the access they need to perform their roles effectively while maintaining the security and integrity of the data on the platform.
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