Profiles
Overview of profiles
Organizations maintain different levels of hierarchy. Users in an organization will hold various responsibilities based on this hierarchy. For privacy and security reasons, users might need different levels of access privileges in the organization.
To address this, Qntrl supports Profiles. Every profile in your organization (except Admin) can be configured with unique privileges. Admin profile has all types of accesses and privileges. By default, we provide four different profiles, each with its own level of privilege: Admin, Service Admin, Manager and User. Users can be assigned with these profiles when they are added to the organization. Learn more about adding users.
Default profiles
Admin
Admin users belong to the top level of the hierarchy. These users have permission to perform all actions in the organization.
- Admin profile's card level, field level, and audit log permissions cannot be modified.
- The Admin profile cannot be deleted.
Service Admin
Service Admin falls just below the Admin profile in the hierarchy. Users with this profile can perform every action, but will not be able to view all the cards in the organization. However, these are the initial permissions which can be modified in the profile anytime.
- Card level, field-level, and audit log permissions of the Service Admin profile can be modified.
- The Service Admin profile can be renamed or deleted.
Manager
The Manager profile falls third in the hierarchy. These users can perform every action, but will not be able to view all the cards in the organization. Also, the users of this profile will be not able to access the Settings section which hosts major modules like Forms and Blueprints. Although these are the initial permissions, they can be modified in the profile anytime.
- Card level, field level, and audit log permissions of the Manager profile can be modified.
- The Manager profile can be renamed or deleted.
User
The User profile is only allowed to access the basic details, such as editing cards assigned to them and requested by them. They can also pick up any unassigned card to work on it. Although these are the initial permissions, they can be modified in the profile anytime.
- Card level, field-level, and audit log permissions of the User profile can be modified.
- The User profile can be renamed or deleted.
Card Level Permissions
Admin | Service Admin | Manager | User | |
View | ||||
Cards assigned to others | ✓ | X | X | X |
Edit | ||||
| Cards assigned to me | ✓ | ✓ | ✓ | ✓ |
Cards assigned to others | ✓ | ✓ | ✓ | X |
Cards requested by me | ✓ | ✓ | ✓ | ✓ |
Team assigned to Card | ✓ | ✓ | ✓ | X |
Delete | ||||
Cards assigned to me | ✓ | ✓ | ✓ | X |
Cards assigned to others | ✓ | ✓ | ✓ | X |
Cards requested by me | ✓ | ✓ | ✓ | X |
Assign | ||||
Cards to myself | ✓ | ✓ | ✓ | ✓ |
My Cards to others | ✓ | ✓ | ✓ | X |
Cards to others | ✓ | ✓ | ✓ | X |
Manage | ||||
Settings | ✓ | ✓ | X | X |
Reports | ✓ | ✓ | ✓ | X |
Blueprint preview | ✓ | ✓ | ✓ | ✓ |
Import Cards | ✓ | X | X | X |
Audit Log Permissions
Initially, the audit logs will only be visible for Admin profiles. However, they can be enabled for other profiles at any point of time.
| Admin | Service Admin | Manager | User | |
| View | ||||
| Card Logs | ✓ | X | X | X |
Other Logs | ✓ | X | X | X |
Note: Other Logs include Forms, Blueprint, Users, Emails, Schedules, and Organization.
Field Level Permissions
The default and custom fields will be visible to all the users initially. Although these are the initial permissions, they can be modified in the profile at any point of time.
Admin | Service Admin | Manager | User | |||||||||
Hide | Read only | Read/Write | Hide | Read only | Read/Write | Hide | Read only | Read/Write | Hide | Read only | Read/Write | |
Title | X | X | ✓ | X | X | ✓ | X | X | ✓ | X | ✓ | |
Due On | X | X | ✓ | X | X | ✓ | X | X | ✓ | X | ✓ | |
Comments | X | X | ✓ | X | X | ✓ | X | X | ✓ | X | ✓ | |
Other fields | X | X | ✓ | X | X | ✓ | X | X | ✓ | X | ✓ |
Here is a detailed post to understand field-level permissions in Qntrl.
Create profile
- Navigate to
and select Profiles under User Management.
- Click New Profile.
- Fill in the details:
- Profile Name: Give a name for your new profile.
- Clone From: Select a profile from which the new profile can be cloned.
- Cloning the profile creates a copy of its permissions for the new profile.
- Click Save.
Edit profile
- Navigate to
- Choose a profile you wish to edit.
- Click
next to the profile name to edit the name.
- To edit card level permissions, toggle the button at the right end to enable/disable it.
- To edit field level permissions, click the radio button corresponding to the permission.
- Once the modifications are done, click Save.
- The Admin profile cannot be edited.
- Special cases for the Edit permission: Upon disabling Cards assigned to me, Cards assigned to others will also be disabled. Similarly, upon enabling Cards assigned to others, Cards assigned to me will also be enabled. You can also choose to individually enable or disable the permissions for Card assigned to me.
- Special cases for the Delete permission: Upon disabling Cards assigned to me, Cards assigned to others will also be disabled. Similarly, upon enabling Cards assigned to others, Cards assigned to me will also be enabled. You can also choose individually to enable or disable the permissions for Card assigned to me.
- Special cases for the Assign permission: Upon disabling Cards to me, Cards to others will also be disabled. Similarly, upon enabling Cards to others, Cards to me will also be enabled. You can also choose individually to enable or disable the permissions for Cards to me .
Delete profile
- Navigate to
- Choose the profile you wish to delete.
- Click
next to the profile name.
- If the profile is associated with no users, click Yes, delete and confirm your action.
- If the profile is associated with one or more users, the users have to be moved to a different profile before deleting.
- Select a profile from the dropdown list and click Ok.
- The user will be moved to the selected profile and the profile will be deleted.
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