MANSOQ Access & roles
Add or manage users in a responsibility
This flow describes how to add people to a responsibility in MANSOQ. It also describes how to change or remove the designation of a person. Pre-requisites - A super administrator created the responsibility. See Create a responsibility. - You…
3.1 · versioned documentation · 3 min read
Overview
This flow describes how to add people to a responsibility in MANSOQ. It also describes how to change or remove the designation of a person.
Pre-requisites
- A super administrator created the responsibility. See Create a responsibility.
- You belong to the responsibility. If you do not belong to it, you belong to a responsibility that manages it. Your role in the managing responsibility holds the permission Can Manage Connected Role Organizations.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can List Users in an Organizations | Lets you open the Users list of the responsibility. |
| Can Manage Users in an Organization | Lets you link, remove, or change the designation of a person in the responsibility. |
| Can create User in care | Lets you create a MANSOQ account from the Users list. |
Steps
1. Open the responsibility
Open your dashboard. Select the Responsibilities tab. Click the card of the responsibility. MANSOQ opens the Users list of the responsibility.
Note: The Responsibilities page in the Admin sidebar does not manage the people in a responsibility. Open the responsibility from your dashboard, or from the responsibilities switcher in the sidebar.
2. Read the Users list
The Users list shows a card for each person in this responsibility. Each card shows the designation of the person.
To find one person, use the search box. You can search by username or by phone number.
3. Link a person who has a MANSOQ account
Click Link User. MANSOQ opens the Link User to Organization sheet.
Search for the person. Select the person from the results. Select a designation in Select Role. MANSOQ shows only the roles that apply to a responsibility.
Click Link to Organization.
For the full field-by-field steps, see Assign a role to a user.
4. Add a person who has no MANSOQ account
Click Add User. MANSOQ opens the Add New User sheet. Complete the account details.
In Responsibility Assignments, select this responsibility in Responsibility. Select a designation in Designation. To add more responsibilities for the person, click Add Another.
If you skip Responsibility Assignments, MANSOQ opens the Link User to Organization sheet after it creates the account. Then select the designation as described in step 3.
For the account fields, see Create a user.
5. Change or remove a designation
Click Edit on the card of the person. MANSOQ opens the Edit User Role sheet.
To change the designation, select a role in Select New Role. Click Update Role.
To remove the person from the responsibility, click Remove User. MANSOQ asks you to confirm. Click Remove.
For the full steps, see Change or remove a user's role.
Expected Outcome
- The Users list shows the person with the designation that you selected.
- The person gets the permissions of that role inside this responsibility.
- If you remove a person, the Users list no longer shows that person.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.