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Privileges 

Privileges define the level of authority granted to a user within the Office24by7 platform. These control what actions a user can perform and which areas of the platform they can access.

By default, the admin holds full privileges and has the ability to assign or modify the privileges of any user. The admin can also promote other users to admin roles, granting them equal platform-wide access and control. 

Privileges can be assigned based on:

  • Roles: Create roles (e.g., Manager, Team Lead, Executive) and assign specific privileges to each role.
  • Individual Users: Override role-based privileges by assigning specific permissions directly to a user, offering flexibility for unique cases.

This structure ensures that users at different managerial levels have appropriate access aligned with their responsibilities. The admin can clearly define both roles and the privileges associated with them.

Purpose of Assigning Privileges

Assigning privileges to users on modules, fields, and on the basis of users serves several important purposes:

Access Control

It provides control over who can access, view, and modify specific modules, fields, and features. This ensures that sensitive information is protected, as the admin has complete control over the accessibility of all users.

Role-Based Permissions

Since the privileges panel provides the flexibility to assign privileges to specific roles, organizations can decide and manage access rights for different job functions at different levels of hierarchy.

Data Security

The privileges function also enhances data security by preventing unauthorized changes or data breaches. It helps limit all users’ access to certain data or other functionalities that should remain confidential.

Compliance

Ensure your organization’s regulatory requirements are met by ensuring only authorized personnel can access certain types of information. The privileges function helps you meet these standards.

Workflow Management

Streamline your workflows by giving users access to only the services and information they need to perform their specific job functions.

Privileges Overview

Privileges define what actions a user or role is authorized to perform within the platform. Depending on the feature or module, a combination of general, dashboard-specific, or site setup-specific privileges may apply.

General Privilege Types

These privileges may be available across modules depending on their functionality:

  • Assign: Allocate records or tasks to users
  • Purchase: Access to purchase-related actions (virtual number)
  • Full Access: Grants complete control (view, create, update, and more) over the module
  • View: Permission to view data or records
  • Create: Permission to create new records or entries
  • Update: Permission to modify existing data
  • Get: Access the information and details of the records
  • Settings: Access to configuration and preferences
  • User Privileges: Control over privilege assignment for other users
  • Delete: Permission to remove records or data
  • Activity: Access to activity logs or entries
  • Schedule Activity: Ability to create and assign scheduled activities
  • Comments: Permission to add or manage comments
  • Rules: Access to create, edit, or modify rules
  • Download: Permission to download files or data
  • History: View change history or logs

Dashboard-Specific Privileges

These privileges apply exclusively to Dashboards:

  • Edit Widget: Modify existing dashboard widgets
  • Delete Widget: Remove widgets from dashboards
  • Add Widget: Add new widgets to dashboards 

Site Setup-Specific Privileges

These privileges are unique to managing site configuration:

Module Specific:

  • Add Object: Create new objects within modules

Object Specific:

  • Add/Edit Fields: Add or update fields in objects
  • Delete Fields: Remove fields from objects

 

Assign Privileges

Privileges can be assigned either individually to users or collectively to roles.

User Privileges

Step 1: Navigate to Site Setup → Privileges.

Step 2: In the ‘Users’ tab (open by default), select the user you wish to assign privileges to.

Step 3: Click the ‘Assign Privileges’ tab next to the user list. Select a module to display all related objects.

Step 4: Click the ‘Settings’ button (top-right). A side panel will open displaying all applicable privileges.

Step 5: Check the boxes next to the privileges you want to assign.

Step 6: Click ‘Save’ to confirm changes.

Role Privileges

Step 1: Navigate to Site Setup → Privileges.

Step 2: Click the ‘Roles’ tab. Select the desired role from the list.

Step 3: Click the ‘Assign Privileges’ tab. Select a module to display objects associated with the role.

Step 4: Click the ‘Settings’ button (top-right). The privileges panel will open.

Step 5: Check the boxes next to the privileges to be granted to all users with that role.

Step 6: Click ‘Save’ to apply privileges.