Roles

Throughout infoodle, access to any data or area in infoodle is given by permissions . Permissions are determined via the following: A login A set Role Group permission Visibility Permissions are managed by each site themselves. Ea...

To be able to access infoodle, a user needs to be allocated a Role and a Login. A Role in this context is not nessessarily the Job Title someone has in your organisation, but rather the permissions to access information and features within your info...

This permission is only available to an infoodle administrator who has been given permission to ' Create Accounts and Roles ', and ' List All Roles ' in their own Role. To Edit a Role Select Administration from the Navigation Menu Then...

Assigning Roles Before someone can access infoodle they need to be added to infoodle as a contact, assigned a role, and issued a login username and password. You require the permissions Create Accounts and Roles , and List All Roles in your...

With infoodle Permission Roles you are able to control the level of access a person has to your infoodle CRM database. There may be several reasons why you might want to do this: A person's job may change or they may become less involved. They...

Sometimes it may be necessary to prevent a person in your organisation from logging in to infoodle, or remove access after a person has left the organisation. This can be done by your administrators, or users with the Cr...

Copying a Permission Role allows you to use an existing Role as a template in order to create a new Role from. This is ideal when you have a Role that have very similar permissions to the new Role you require, but there may be one or two changes ne...

It is good from time-to-time to check if you have any Roles that are not needed any longer, and remove this. This keeps your system easier to manage, and prevents future confusion. Warning! Be aware that if you delete a ...

For Login Security, it is possible to enforce a Minimum Password Length for all users, as well as require all users to setup and use Two Factor Authentication These settings are accessed via Administration > Roles > Login Settings. L...

What are Field-Level Permissions? Field-level permissions allow you to control which user Roles can view and edit specific Custom Fields in infoodle. This provides a fine level of control over data access, ensuring that only authorised users c...