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    Creating and Selecting Roles for Users on Knowella

    2 min read

    Learn how to assign the right roles to users to manage access, responsibilities, and security effectively.

    Creating and selecting roles for users on Knowella is essential for managing access and responsibilities across an organization. User roles define what actions a person can perform on the platform and what information they can view.

    By assigning the correct roles, organizations can maintain security, improve efficiency, and ensure smooth collaboration.

    Role-Based Access Control

    Knowella uses role-based access control, which means each user is given permissions based on their role. Common roles include:

    • Administrators
    • Managers
    • Standard users

    Each role is designed to support different levels of responsibility within the system.

    User Roles Explained

    • Administrators
      • Have the highest level of access
      • Manage system settings, facilities, and users
      • Assign roles and configure workflows
      • Typically limited to trusted users managing the platform
    • Managers
      • Oversee operations within specific facilities or teams
      • View dashboards and monitor performance
      • Manage workflows and assign tasks
      • Do not usually access system-wide configurations
    • Standard Users
      • Perform daily operational tasks
      • Complete forms and submit reports
      • Follow assigned workflows
      • Have access limited to their assigned facilities and tasks

    Creating or Assigning Roles

    To create or assign a role, an administrator logs into Knowella and navigates to the user management section. When creating a new user or editing an existing one, the administrator selects the appropriate role from the available options. The role is applied immediately after saving the changes.

    Importance of Choosing the Right Role

    Selecting the correct role is important because it directly affects data access and system behavior:

    • Too many permissions can create security risks
    • Too few permissions can reduce productivity
    • Balanced roles ensure both control and efficiency

    Knowella’s role-based design helps maintain this balance effectively.

    Updating Roles

    Roles can be updated at any time. Administrators can change a user’s role as responsibilities evolve, ensuring the platform always reflects the current organizational structure.

    Conclusion

    In conclusion, creating and selecting roles for users on Knowella is a straightforward but important process. By clearly defining roles and permissions, organizations can protect sensitive data, streamline operations, and ensure every user has the right tools to perform their job effectively.

    Need more help?

    If you need assistance with template design or advanced features, contact: support@knowella.com

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