How do I fix permission issues?
Setting Up Roles and Permissions in XSite
Written by Michael Cook
Updated at April 23rd, 2024
Introduction
In XSite, managing user access and permissions is crucial for maintaining operational security and workflow efficiency. The software allows administrators to define roles with specific permissions, tailored to the responsibilities of different team members. This guide provides a clear and detailed walkthrough for setting up users and roles within XSite, ensuring you can efficiently manage access rights and permissions according to your business needs.
Troubleshooting Permission Issues in XSiteIO
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Creating and Managing Roles
- Click on the settings icon located in the bottom left corner of the XSite interface.
- Select 'Users' to access the ‘User Administration’ menu.
- In the User Administration interface, find and click on the 'Roles' tab.
- Examine the list of roles currently defined in the system.
- Click on 'Manage' next to a role to edit its permissions.
- Adjust permissions as needed. For example, an 'Admin' role might have 'All Permissions' enabled, allowing full access to all features and settings.
- Feel free to create new roles by specifying the role name and its permissions according to your organizational needs.
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Assigning Roles to Users
- Return to the 'General' tab in the User Administration menu.
- To adjust a user’s permissions, select their Id from the list to open their user settings.
- If you have a new employee, enter their details in the first row to add them to the system.
- Go to the 'Roles' tab within their settings.
- Assign the appropriate role to the new user, thereby setting the permissions they will have.
- Finish by navigating back to the ‘General’ tab and select the ‘Update’ button.
Troubleshooting Permission Issues in XSite Classic
-
Creating and Managing Roles
- Navigate to ‘Administration’ in the side menu and select 'Users' to access the ‘User Administration’ menu.
- In the User Administration interface, find and click on the 'Roles' tab.
- Examine the list of roles currently defined in the system.
- Click on 'Manage' next to a role to edit its permissions.
- Adjust permissions as needed. For example, an 'Admin' role might have 'All Permissions' enabled, allowing full access to all features and settings.
- Feel free to create new roles by specifying the role name and its permissions according to your organizational needs.
-
Assigning Roles to Users
- Return to the 'General' tab in the User Administration menu.
- To adjust a user’s permissions, select their Id from the list to open their user settings.
- If you have a new employee, enter their details in the last row to add them to the system.
- Go to the 'Assigned Roles' tab within their settings.
- Assign the appropriate role to the new user, thereby setting the permissions they will have.
- Finish by navigating back to the ‘General’ tab and select the ‘Update’ button.