Access Management

The Access Management system provides a more structured, secure, and flexible approach to access. This ensures that the right individuals have appropriate control based on their responsibilities.

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Access Management Role Hierarchy

To establish clear permissions and responsibilities, we have introduced five distinct roles:

1. Admin (Full access to the entire platform, responsible for managing permissions and settings)

2. Executive (CXOs level i.e. CTO, CEO and Founders)

3. Leader (VPs, Director and Department heads)

4. Managers (Team Leads, Engineering Managers and Project Managers)

5. User (Individual contributors like developers)

Each role is assigned specific permissions, ensuring a well-defined access structure and preventing unauthorized modifications.

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AM Screen: Structure & Functionality

The RBAC screen is divided into three dedicated tabs:

1. Role Access (only Admins can access)

This tab provides Admins with full control over roles and permissions. Key functionalities include:

• Viewing assigned permissions for each role.

• Modifying role permissions as needed.

• Saving changes for real-time updates.

This centralized approach ensures permissions are accurately assigned while maintaining security and flexibility.

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2. User Management

This section allows for efficient user administration by displaying a list of users in the system.

Note: If multiple users are merged in the Teams screen, only the Primary User will be displayed in this tab.

Key functionalities:

• Inviting new users:

  • If a person is not yet a user, they can be invited via the "Invite" button in the last column.

  • Clicking this button allows Admins to:

    • Select the user role

    • Assign them to teams, projects, and workspaces (if enabled)

• Editing existing users:

  • Modify a user’s role, team, projects, and workspaces (if enabled).

  • Users cannot modify their own details or the role of anyone above them in the hierarchy.

  • Users can only edit roles at their level or below, ensuring secure delegation.

Adjust roles

Select teams which can be accessed

Select projects which can be accesed

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3. Pending Access Requests (Admin-Only)

For organizations that require Admin approval for new user sign-ups, this tab acts as a centralized approval hub.

How it works:

• When a new user requests access, the Admin receives an email notification.

• All pending access requests appear in this section.

• The Admin can then approve or deny requests, ensuring controlled onboarding.