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How to specify the role permissions for user accounts


Anindita Basu    Feedback

Roles determine what you, as a user, can see or do on Vymo. So, for example, if you're an administrator, you can have more menu options and be able to do many more actions than a person with the role of an agent. You can specify these options and permissions differently for each role.

User permissions

user permissions

Module permissions

module permissions

Record permissions

record permissions

Configuration options

Permission What happens when it's enabled
Add a user account The person sees an Add option on the modules list screens
Edit a user account The person sees an Edit option on the record details screen
Change the manager for a user account The person sees a Change Manager option on the user details screen
Bulk upload user accounts The person sees an Upload option on the modules list screen
Export the users list The person sees a Download option on the user list screen
Unlock a locked user account The person sees an Unlock User Account option on the user list screen
Enable a locked user account The person sees an Enable User Account option on the user list screen
Disable a locked user account The person sees a Disable User Account option on the user list screen

Dependencies

How to

  1. Log in to the Vymo web app and click the gear icon in the upper-right corner of the screen.
  2. In the User Management section, click Permissions.
  3. For each of the actions that are listed, select the roles that can do those actions. If you don't select any role for a specific action, that option is be displayed on the app screens.

    Tip

    Each of these actions has on-screen guidance to help you along. Move the cursor over the information icon to read the details.

  4. When done, click Save near the top right. Then, release the changes.

See also


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