Shared Concepts
Role and Permission Model
Use role-based access to keep data secure and user workflows focused.
Typical role mapping
- Admin: full configuration and billing access on admin website.
- Manager/Supervisor: operational oversight and review tools.
- Client user/Field user: task and submission access only.
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Permission design rules
- Assign least privilege first.
- Expand permissions only when required.
- Review role assignments monthly.
- Remove inactive users promptly.