Setting up user permissions is a pivotal component in managing access within your portal. This process is primarily about determining what each user can and cannot do within the account.
Step 1: Set Up User Permissions
- Navigate to Account Settings > Users.
- From the list of users, select the one you wish to assign approval rules to.
- Select "Edit permissions" from the bottom bar menu.
- In the permissions interface, locate the "Domains" section. This area lets you define which actions the user can perform directly, and which ones need higher approval. Adjust the settings by checking the appropriate boxes. (For a detailed understanding of each permission, refer to the portal function definitions).
- After setting up user permissions, you may optionally define general account approval guidelines. Tailor them for specific users as needed. This is not a mandatory step, but it can add an additional layer of control and security to user actions within the portal.
Note: When assigning these permissions:
- Opt for “Select all” to grant the user comprehensive access throughout the portal. This is generally suggested only for portal admins.
- Use “Select all” at the specific function level to provide complete access to that function. Typically recommended for System Admins.
- Alternatively, specify the access level individually for each function. This selective assignment is the recommended approach for most users.
Step 2: Creating Approval Rules
- Go to Account Settings” >Approval.
- Here, you'll have the option to institute an “Account Default Approval” Procedure. This allows you to specify one or multiple email addresses that will receive an approval notification for actions like domain registration.
This approval method can be multi-tiered, where an email recipient at one level must grant permission before the next level recipient is approached for their consent. - For certain users, you might wish to apply unique approval guidelines tailored to them. To achieve this, choose the "user-specific" option within the approval procedure section for that individual.
- Occasionally, you might want the procedure to progress even if not all approvers have responded. To do this, ensure the “Approve after expiry” box is checked. This means that, after a certain time, the approval request will move up to the next level.
- To determine how long an approval request waits before it's either rejected or advanced to the next level, set your preference under Configuration > Timeout per level.