Managing Access & Permissions

Symphona offers a sophisticated permission management system with multiple layers, providing flexibility to configure permissions according to the specific needs of both large and small teams.

Each permission within the platform's permission management system is intricately mapped to a specific view, offering a range of options including viewing, editing, and more. This granularity ensures precise control over access and actions within the platform.

Permission Hierarchy Example

In this scenario, Zane F. is a user who belongs to the "Admin Group." This group, in turn, is a member of the "Full Access" permission group, which holds all permissions available on the Platform. This hierarchical structure allows for comprehensive and granular control over access and actions within the system.

How To Manage Permission Groups

To access the "Permission Groups" tab for managing permissions, navigate to the Settings menu and select "Access Management." Within this section, you'll find the "Permission Groups" tab, where you can configure and manage various permission groups to control access within the platform.

To create a new group, locate and click on the "Create New Group" button within the "Permission Groups" tab. Alternatively, to view the details of an existing group, click on the group name. This action will open the group's detail view, where you can manage settings such as members and permissions assigned to the group.

To manage permissions for a group, click on the "Manage Permissions" tab within the group's detail view. From there, you can select new permissions from the top bar.

To view or modify a specific permission, locate it in the list and click on it. This action will open a detail view where you can make the necessary changes, such as updating the permission type (e.g., view, edit) or removing the permission altogether.

How To Manage User Groups

To access the "User Groups" tab for managing permissions, navigate to the Settings menu and select "Access Management." Within this section, you'll find the "User " tab.

To create a new user group, click on the "Create New Group" button within the "User Groups" tab. Alternatively, to view the details of an existing group, click on the group name. This action will open the group's detail view.

To manage users for a group, click on the "Manage Users" tab within the group's detail view. From there, you can select new users from the top bar.

In this tab, you will find a list of users associated with the group. To view or remove a specific user, locate them in the list and click on the corresponding action, such as "View User" or "Remove User."

User Management

User’s are composed of several components, including:

1. User Information
• Name, team name (company name), location, time zone, contact info
2. Permissions
• Both directly assigned Permissions / Permission Groups, and indirect ones from associated User Groups
3. Associated User Groups

Example User Profile

User Lifecycle

• User accounts are created by individuals who have access to the "Settings" menu and the "Access Management" section within it.
• To remove user access, the user account is typically "deactivated."

How To Create New Users

To add a new user go to the "User” tab, navigate to the Settings menu and select "Access Management,” and then click Add “User.”

Enter all the necessary information for the new user, such as name, email, and any other required fields, and then click on the "Invite User" button to send an invitation to the user.

How To Deactivate/Activate User Account

Go to the "User” tab, navigate to the Settings menu and select "Access Management,” and find the target user.

To deactivate or activate a user's account, locate the user's line item, click on the three dots (ellipsis) next to their name or details, and then select the "Deactivate Account" or "Activate Account" option from the dropdown menu.

How To Edit User Profile and Password

Go to the "User” tab, navigate to the Settings menu and select "Access Management,” and find the target user.

To edit a user's profile, navigate to the user's detail page and click on the "Edit Profile"

When editing a user's profile, update the desired fields with the new information and then click on the "Save Changes" button to apply the updates to the user's profile.

To change a user's password, locate the "Change Password" option on the user's profile page and click on it.

After clicking "Change Password," enter the new password as needed, and then click on the "Save New Password" button to confirm the password change.

List of Permissions and Associated URLS

On Symphona, permissions grant users access into specific pages. Below is a table outlining the permissions to the specific page URL path. By granting users access to to page name, users will get access to the corresponding page URL.

• Managing Access & Permissions
• Permission Hierarchy Example
• How To Manage Permission Groups
• How To Manage User Groups
• User Management
• User Lifecycle
• How To Create New Users
• How To Deactivate/Activate User Account
• How To Edit User Profile and Password
• List of Permissions and Associated URLS