User Permission Settings are your team's key to efficiently utilizing the platform, allowing different members to access and control various features based on their roles. Here's why and how you should manage permissions effectively:
🎯 Benefits of User Permission Settings:
🔑 Tailored Access: Manage user permissions according to the roles and responsibilities of each team member.
👥 Organized Teams: Group your team members based on their roles for streamlined management.
⚙️ Features & Functions:
👥 Create User Groups: Easily assign the right permissions to multiple users by creating user groups.
🔄 Dynamic Permissions: Adapt and change permissions on the fly as your team's needs evolve.
🛠️ User Groups & Permissions:
On the Faradai Net Zero Intelligence Platform, every operation requires specific permissions. Not all users can access everything; their access is defined by the admin.
There are two types of default roles available on the platform: Admin and Guest User. Users with Admin permissions have access to all permissions defined within their plan, granting them complete access. Admin privileges cannot be altered. Guest User permissions, in contrast, are more limited compared to Admin permissions. If you wish to create an additional role group and assign different users to this role group, you can follow the steps outlined below:
🚀 Steps to Manage Permissions:
- 🔍 Access the Admin Panel:
- Go to the Admin Panel from the My Account dropdown menu on the top right.
- Navigate to the Permissions section.
2.📊 View User Role Groups:
- Here, you can see all User Role Groups and the number of Active Users.
3.➕ Create a User Role Group:
- Click the Add New User Group button.
- Name the user group.
- Customize Permissions:
Data Permissions
- View Activity Data Record: Permission that allows viewing activity data collected on the platform.
- Edit Activity Data Record: Permission to edit data entered into the platform.
- Add Source: Permission to add new data types specific to the location.
- Can Add Batch Data: Permission to add batch data into the platform.
Target Permissions
- Create Global Targets: Permission to define collective targets for all locations in the portfolio and edit these targets.
- Create Targets: Permission to create targets specific to the location.
- Edit Targets: Permission to edit targets created specific to the location.
- Approve Targets: Permission to edit the Approval Status field for targets created specific to the location. With this permission, created targets can be assigned one of the statuses of approved or pending.
Audit Permissions
- Can Create a Improving/Corrective Action: Permission to create Corrective or Preventive Actions for nonconformities detected at locations during internal audits and controls performed within the scope of ISO 14001 activities or for nonconformities that may occur in the future.
- Can Reply to Improving/Corrective Actions: Permission to respond to regulatory or preventive actions created for the location. Without this authorization, only opened items can be viewed.
- Can Create Audit: Permission allows the recording of the dates of controls and internal audits performed at locations within the scope of ISO 14001 activities and external audits to be added to the platform.
Carbon Offsetting Permissions
- Can See Carbon Offsetting: Permission to access Carbon Offset page.
- Can Purchase Carbon Offsetting: Permission to purchase carbon offset projects from Carbon Offset page.
Document Permissions
- Can Access Documents: Permission to access documents page on the platform.
- Upload Documents: Permission to upload documents to folders on the documents page on the platform.
Reports Permissions
- Export Reports: Permission to export the Pdf and Excel reports.
ESG Reporting Permissions
- Can Access Reporting Page: Permission to access ESG Reporting page.
- Can Response Disclosures: Permission to response disclosures.
- Can Review Disclosures: Permission to review disclosures.
- Can Create Framework & Disclosure: Permission to create framework & disclosures.
Analytics Permissions
- View Analytics Page: Permission to view Analytics page.
Admin Panel Permissions
Can Access "Organisation" Tab: Permission to access "Organisation" Tab.
Can Edit Location: Permission to edit locations.
Can Access "Source Management" Tab: Permission to access "Source Management" Tab.
Can Access "Global Target" Tab: Permission to access "Global Target" Tab.
Can Access "Batch Data Entry" Tab: Permission to access "Batch Data Entry" Tab. Can Access "General" Tab: Permission to access "General" Tab.
Can Access "Permissions" Tab: Permission to access "Permissions" Tab.
Can Access "Users" Tab: Permission to access "Users" Tab
Viewing All Locations: Permission to view all locations. Users who need to see all locations can be given the permission to see all locations without assigning locations.
Add Users: Select users and add them to the group.
💾 Save Your Settings and return to the main Permissions page.
🛠️ Edit User Role Groups:
Click on any existing group to adjust its permissions.
Remember to save any changes you make!
🛡️ Note: Only Admins can adjust permissions, ensuring secure and controlled access for all users. 🛡️