How to Manage User Permissions

Managing a user’s permissions is essential to ensure that each team member uses octapipe according to their role, preventing unnecessary access and maintaining platform security.

1º Accessing the user administration module:

In the lower-left side menu, click on “Users” to view the list of registered profiles.

This section displays all users registered in octapipe and allows you to view or edit each profile’s settings.

2º Selecting the user:

1.Locate the desired user in the user list.

2.Click on the corresponding row to open their profile.

3º Adjusting access permissions:

In the user editing panel, configure the following items:

• Enabled pipelines: select which pipelines the user will be able to view or edit.

• Permission Level: enable permissions to create or manage users, depending on the profile.

The available permission levels are:

• Administrator: full access to the entire software, including the administration menu, account data editing, and permission to use bulk card deletion.
• Manager: almost all administrator permissions, but cannot edit account data. However, they can manage other users and access the administration menu.
• User: can view and edit all cards, but cannot delete cards they are not responsible for.
• Restricted User: can view all cards, but can only edit or delete those they are responsible for.
• External User: can only view, edit, or delete the cards they are responsible for.
• Inspector: can navigate through the system, but cannot create, update, or delete records.

4º Saving the changes:

After defining pipelines and permissions, click “Save All” in the lower corner of the screen. A success notification will confirm the update.

Best practices:

• Review permissions periodically to ensure alignment with current responsibilities.

• Confirm assigned pipelines before saving to avoid unauthorized access.

• Document profile changes to maintain history and transparency.

Conclusion:

You have learned how to manage a user’s permissions in Octapipe, understand the differences between each permission level, and configure appropriate pipelines. If you have any questions, please contact our support team.