Configuring Users
When setting up access for a person in the system, you'll need to establish two key elements: their relationship to your company and their role within the system. Think of this as answering two questions: "How is this person connected to your company?" and "What should they be able to do?"
Setting Up a New User
To give someone access to your company's account, you'll first need to invite them to the system. During the invitation process, you'll specify their relationship to your company - typically either as a responsible person (someone who has authority over the company) or as an employee. This relationship determines their basic connection to your company in the system.
Once the person accepts their invitation and verifies their email address, you can then assign them specific roles that determine what they can do in the system. For example, you might assign someone the Company Admin role if they need to manage company settings and other users, or the Brand Admin role if they need to manage specific brand operations. The system will automatically validate that the person has the appropriate relationship with your company before allowing you to assign these roles.
Managing Existing Users
If you need to modify someone's access, you can do so by adjusting their roles within the system. Remember that roles are always assigned in the context of a specific company or brand, so you'll need to specify which part of your organization the role applies to. For example, someone might be a Brand Admin for one brand but have different permissions for another brand within your company.
The system maintains a clear separation between relationships (how someone is connected to your company) and roles (what they can do). This structure allows you to maintain proper organizational hierarchy while ensuring users have the appropriate level of access for their responsibilities.
Assigning roles
When you try to assign a role to someone in the system, the first thing the system checks is whether that person has a relationship with your company. Think of this like trying to give someone a key to your office - they need to be officially connected to your company first before they can be given access to specific areas.
What Happens Without a Relationship
If you attempt to assign a role to someone who doesn't have a relationship with your company, the system will prevent the action and show an error message. This is a security measure to ensure that only properly connected individuals can be given access to company resources. It's similar to how you wouldn't give building access to someone who isn't officially associated with your organization.
If you encounter this situation, you'll need to first establish the appropriate relationship between the person and your company. This typically involves:
- Inviting the person to your company if they're not already in the system
- Ensuring they've accepted the invitation and verified their email
- Confirming they have either a "responsible" or "employee" relationship with your company
Once the relationship is properly established, you can then proceed with assigning the desired role. This two-step process (relationship first, then role) helps maintain proper security and organizational structure in the system.