How to Manage Users and Roles in ACC?

In ACC, there is an account-based structure. For instance, partners request separate accounts to oversee their projects and applications independently. Projects and applications within each specific account are restricted to viewing and management solely within that account. Each account establishes its own user roles and defines its users accordingly.

Users

When an account is created in ACC, a user is also created on the platform with the email address provided as the account owner and a password creation email is sent. This user is the initial user with all permissions, and new users can only be added through this user. Similarly, users created within an account are specific to that account, and they can only view the projects and applications within that account using the email address they were added with.

A user can be added to multiple accounts using the same email address. When a user with access to more than one account logs in to ACC, they can switch between their accounts using the account switcher in the top right corner of the page, without needing to log out and log back in.

When account owners log in to ACC, they can find their personal user on the "Users" page in the Settings section. The first user is automatically a "Manager" with full account permissions. Role details will be explained later in this document.

On the “Users” page, account users have the ability to view and search a comprehensive list of all users within their account. They can also edit existing user profiles or generate new user accounts. It's important to note that user permissions and visible pages are determined by their assigned roles.

To create a new user, simply click the +New User button.

This will direct users to the user creation page.

All fields on this page must be filled. If a user with the provided email address already exists in the system, the email, name, and surname fields will be populated automatically. For this example, we will choose the "Manager" role as it is the only role currently available within the account. Additionally, this role is automatically created with full permissions for the initial user.

Upon clicking the Apply button, a new user will be added to the user list. If no existing user is associated with the provided email address, a password creation email will be sent to the user. Otherwise, the user will receive a notification informing them that they have been added to the new account.

Clicking the edit icon in the user list allows users to access the “Edit User” page.

Here, users with appropriate permissions can edit all user information, with the exception of their email address.

To deactivate a user, use the toggle switch on the form, which will change the user's status to "passive." Please be aware that this action is irreversible and reactivation is not possible. However, the user can be re-added to the account by creating a new user with the same email address.

Additionally, by hovering over the profile icon in the top right corner of any page, users can access a dropdown menu that displays their associated accounts, with the active account indicated by a checkmark. From this menu, users can switch between accounts, navigate to their profile page using the Edit Profile button, adjust language settings, and log out.

The "Profile" page allows for the modification of name information, addition of a profile avatar, and adjustments to the password.

Roles

As mentioned earlier, ACC associates users with their assigned roles, which determine their permissions within the account. The "Manager" role is automatically given to the first user, while users with appropriate permissions, including initial users, can view and edit roles or create new ones on the "Roles" page in the Settings section of the left-side menu.

To add a new role, simply click on the + New Role button and this will direct users to the “Create Role” page.

In the “Add Authority Group” field, it is required to specify a role name, and users may also provide a role description.

In the “Select Authorizations to Add” field, users will find a list of permissions that can be included in the role. The “Added Authorizations” field lists the permissions already included in the role.

When users click the + icon next to a permission type title in the “Select Authorizations to Add” field to add a new permission, they will be presented with subcategories and the option to Add All Permissions under that permission. The Add All option on the right corner of the main field can be used to include all permission types, along with their respective subcategories, within the role.

Selecting Add All Permissions will add all subcategories under that permission into the role. Alternatively, users can individually select the ones they desire by clicking the + icon next to the subcategories.

For instance, users can opt to include only List and Create permissions for the Email permission type, while selecting all permissions for the Project App Email permission type.

This action will add the chosen permissions to the “Added Authorizations” field.

To remove individual permissions, users can simply click the - icon. Alternatively, all permissions in the role can be removed by selecting Remove All, or permissions specific to a permission type can be removed by clicking the Remove All Permissions button beneath that permission type. This will relocate the removed permissions back to the “Select Authorizations to Add” field.

To complete the role creation process, just click the Save Settings button, and the role will be added to the list of roles. Users can further modify the role's name, description, and assigned permissions by clicking the edit icon within the list.