How to Define the Roles and Permissions of a User?

Within NeoDove, clients have the ability to establish a Hierarchical Structure for their organization.

This structure enables them to allocate specific roles and permissions to users based on their designated responsibilities.

Each role is associated with a unique set of permissions, ensuring that users have the appropriate level of access and control within the platform.

This Role-based approach facilitates efficient Campaign Management and Portal Usage while aligning with the organizational hierarchy and User Roles.

Note:

For example; In NeoDove, the Organization Admin has full control over account settings, user management, and access permissions.

Managers have similar privileges but may have restrictions set by the admin.

Assistant Managers typically assist managers and have limited access compared to managers.

Executives have basic access to perform sales-related tasks assigned to them but do not have administrative privileges.

Steps:

  1. Log in to your NeoDove account (https://connect.neodove.com/)

  2. Go to the Manage Users Section, present on the bottom-right-hand section of your screen.

  1. By default, a list of all the Users is visible.

  2. Click on the "Roles and Permissions" button, at the top of the screen just between the "Profile" and the "Automatic Report" options.

  1. Then all the Roles are listed at the top of the screen.

  1. All the Permissions are listed on the left-hand side of the screen.

  1. So, as per the Roles, whatever Permissions we wanted to grant, we just need to click on the checkboxes and then click on the "Save Changes" button to get it saved.

  2. If we want to add a New Role, then we need to click on the "Add New Role" option from the top right hand side of the screen.

  1. The New Role Name which we want to add and then accordingly click on the ‘Add’ button to get it added.

  1. Then we need to customize the Roles with the Permissions for that new role that we want to grant and then click on the ‘Save Changes’ button to get it saved.

  2. Even if we want to again go back to the default Roles and Permissions which was being set before then we just need to click on the "Reset to Default" option.

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