Profiles

Profiles

Overview of profiles

Organizations maintain different levels of hierarchy. Users in an organization will hold various responsibilities based on this hierarchy. For privacy and security reasons, users might need different levels of access privileges in the organization.


To address this, Orchestly supports Profiles . Every profile in your organization (except Admin) can be configured with unique privileges. By default, we provide four different profiles, each with its own level of  privilege:  Admin, Service Admin, Manager  and  User. Users can be assigned with these profiles when they are added to the organization. Learn more about adding users. 

Default profiles

Admin

Admin users belong to the top level of the hierarchy. These users have permission to perform all actions in the organization. 




  • Admin profile's job or field level permissions cannot be modified.
  • The  Admin profile cannot be deleted.

Service Admin

Service Admin falls just below the  Admin profile in the hierarchy. These users can perform every action, but will not be able to view all the jobs in the organization. Although these are the initial permissions, they can be modified in the profile anytime. 




  • Both job and field-level permissions of the  Service Admin profile can be modified.
  • The  Service Admin profile can be renamed or deleted.

Manager

The  Manager profile falls third in the hierarchy. These users can perform every action, but will not be able to view all the jobs in the organization. Also, the users of this profile will be not able to access the  Settings tab (i.e., they will not have access to Services, Blueprint, Customization, Automation, Users, or Access Control modules). Although these are the initial permissions, they can be modified in the profile anytime.




  • Both job and field-level permissions of the  Manager profile can be modified.
  • The  Manager profile can be renamed or deleted.

User

The User profile is only allowed to access the basic details, such as editing jobs assigned to them and requested by them. They can also pick up any unassigned job to work on it. Although these are the initial permissions, they can be modified in the profile anytime.




  • Both job and field-level permissions of the  User profile can be modified.
  • The  User profile can be renamed or deleted.

Job level permissions


Admin
Service Admin
Manager
User
View




Jobs assigned to others
✓
X
X
X
Edit




Jobs assigned to me
✓
✓
✓
✓
Jobs assigned to others
✓
✓
✓
X
Jobs requested by me
✓
✓
✓
✓
Team assigned to job
✓
✓
✓
X
Delete




Jobs assigned to me
✓
✓
✓
X
Jobs assigned to others
✓
✓
✓
X
Jobs requested by me
✓
✓
✓
X
Assign




Jobs to myself
✓
✓
✓
✓
My jobs to others
✓
✓
✓
X
Jobs to others
✓
✓
✓
X
Manage




Settings
✓
✓
X
X
Reports 
✓
✓
✓
X
Blueprint preview
✓ 
✓ 
✓ 
✓ 
Import Jobs
✓
X X 
X 

Field level permissions

The default and custom fields will be visible to all the users initially. Although these are the initial permissions, they can be modified in the profile at any point of time.



Admin


Service Admin


Manager


User



Hide
Read only
Read/Write
Hide
Read only
Read/Write
Hide
Read only
Read/Write
Hide

Read only
Read/Write

Title
X
X
✓
X
X
✓
X
X
✓
X

✓
Due On
X
X
✓
X
X
✓
X
X
✓
X

✓
Comments
X
X
✓
X
X
✓
X
X
✓
X

✓
Other fields
X
X
✓
X
X
✓
X
X
✓
X

✓

Add profile

  1. Navigate to   and select  Access Control  from the left panel.   
  2. Click  Add Profile.
  3. Fill in the details:   
    • Profile Name: Give a name for your new profile.  
    • Clone From: Select a profile from which the new profile can be cloned.  
      • Cloning the profile creates a copy of its permissions for the new profile.  
  4. Click Save .  



Edit profile

  1. Navigate to   and select  Access   Control  from the left panel. 
  2. Choose a profile you wish to edit.
  3. Click    next to the profile name to edit the name.
  4. To edit job level permissions, toggle the button at the right end to enable/disable it.
  5. To edit field level permissions, click the radio button corresponding to the permission.
  6. Once the modifications are done, click  Save .
  • The Admin profile cannot be edited.

  • Special cases for the Edit permission: Upon disabling Jobs assigned to me, Jobs assigned to others will also be disabled. Similarly, upon enabling Jobs assigned to others, Jobs assigned to me will also be enabled. You can also choose to individually enable or disable the permissions for Job assigned to me.

  • Special cases for the Delete permission: Upon disabling Jobs assigned to me, Jobs assigned to others will also be disabled. Similarly, upon enabling Jobs assigned to others, Jobs assigned to me will also be enabled. You can also choose individually to enable or disable the permissions for Job assigned to me.

  • Special cases for the Assign permission: Upon disabling Jobs to me, Jobs to others will also be disabled. Similarly, upon enabling Jobs to others, Jobs to me will also be enabled. You can also choose individually to enable or disable the permissions for Jobs to me .

Delete profile

  1. Navigate to   and select  Access Control  from the left panel. 
  2. Choose the profile you wish to delete.
  3. Click   next to the profile name.
  4. If the profile is associated with no users, click  Yes, delete  and confirm your action.
  5. If the profile is associated with one or more users, the users have to be moved to a different profile before deleting.
    • Select a profile from the dropdown list and click  Ok .
    • The user will be moved to the selected profile and the profile will be deleted.






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