Custom-defined user roles with flexibility and ease of management

Custom-defined user roles with flexibility and ease of management

As most business owners know, it’s quite common for some of their employees to don different hats for different roles. This is especially true when it comes to project management. For example, a Sales Manager may be seconded to the role of Project Manager for a specific time period. During that time, that person’s access to business data and information will change, as they’ll need to see and be able to modify data around the project they’re managing.

When they’re no longer working on the project, they don’t need access to that particular set of data any more.

Within all of the iViis solutions, access can be defined by the user’s role. What access a user has dictates what they can see and update within the system. We define a set of roles depending on what a business needs, and any one person can have multiple roles. They can be added or removed based on what the business requirements are for any of their employees.

Flexible user access is based on custom-defined user roles for each of our customers. Each role can have the ability to access different parts of the system, with separate definitions for viewing, modifying, deleting, and creating new records. Access can also be restricted in a similar way based on the organisation within the system that the user belongs to. Organisations can be our client and their staff, our client’s clients, and our client’s suppliers, etc.

Giving people multiple roles allows them to access and modify information based on what they’re working on at any given time. It’s quite common for employees in a business to be performing different roles, and if they don’t have the access each role needs it will hamper their ability to work efficiently. This is very useful for a lot of New Zealand companies, which tend to frequently have some staff who have multiple roles in the business. Because users can have multiple roles, we don’t need to define special access for people like this – they can just be given all of the roles that they have in reality.

For example, one of iViis’s customers – an insurance company – has dozens of different roles set up within their iViis solution. Frequently their users have multiple roles set up, meaning they have the level of access they need to relevant data and information. Their structure is complex, and roles are often changing. iViis can continually redefine access to keep up with the constant change.

We have customers currently who have fully automated user setups for some kinds of users. For example, once a project gets to a certain stage, a user is created automatically for the customer of that project, and an email sent to the user with login instructions. This kind of automation is fully customisable, just like the rest of the user access functionality.

What we’re offering is flexibility and ease of management. We can match any iViis solution to the needs of the customer when it comes to access. It removes the need for the customer to be in the system manually configuring different levels of access for different people.

If you’d like to find out more about how iViis’s flexible user access works, don’t hesitate to get in touch

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