The Ooooby Platform allows you to fine-tune the access levels of various users to ensure that everyone gets the necessary permissions to perform their roles effectively, without compromising customer data security. This article guides you through the process of editing roles and outlines the responsibilities associated with each role.
How to Edit User Roles
Navigate to Customer Overview: Start by logging into your admin account and heading to the 'Customer Overview' section.
Access Details: In the customer overview, select a user and go to 'Details'.
More Options: Click on 'Press More Options' to reveal a dropdown menu.
Edit Roles: From the dropdown menu, select 'Edit Roles'.
Assigning Roles with Caution
It's crucial to assign roles thoughtfully to maintain the integrity of the system and ensure customer data security. For instance, delivery drivers should be assigned only the "Customer" and "Delivery Person" roles. Below is an overview of each role and its access permissions:
Administrator: Reserved for Ooooby Platform employees, this role allows for administering other users' access levels, including granting administrator privileges and managing access to multiple hubs.
Local Administrator: Typically for hub owners, enabling them to set permissions for other hub employees. It provides access to most hub roles, except a few.
Delivery Management: Handles all delivery and logistics operations, including delivery events, delivery areas/groups, hub pauses, and produce management.
Finance Management: Manages billing, credit card transactions, refunds, and financial reports.
Marketing Management: Controls promotional codes, surveys, and marketing materials.
SiteManagement: Manages recipes, testimonials, custom pages, and people profiles.
Product Management: Oversees product listings, including adding, removing, and updating products, as well as bulk uploads.
Customer Support: Access to customer accounts and data, excluding financial transactions. This role is implicitly included in most other roles due to its necessity for customer service.
Special Roles:
Delivery Person: Access to the driver delivery tool.
Advisor: Access to reports.
Customer: Basic access to the customer dashboard and related pages. All users should have this role by default to access their dashboards.
Supplier: Currently not in use.
Remember: While assigning roles, consider the minimum access principle to enhance security and efficiency.
Summary
Proper role management is essential for maintaining the security and functionality of the Ooooby Platform. By carefully assigning roles, you can ensure that all users have the access they need to perform their tasks efficiently while safeguarding sensitive customer information. Always assign roles with caution and review permissions regularly to keep your system secure.