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Customizing user access in Nutshell
Customizing user access in Nutshell
James avatar
Written by James
Updated over a week ago

Nutshell's role-based permissions make access control effortless, ensuring that your team members have the right permissions for their roles and responsibilities.

Understanding Nutshell's access levels

Nutshell has traditionally offered two levels of access: Standard and Administrator. This delineation was effective for many users, but as businesses and teams grow, so does the need for more nuanced access control. Enter role-based permissions.

Introducing role-based permissions

The role-based access controls feature introduces a dynamic layer of control within Nutshell. With this capability, administrators can create and define multiple roles, such as "Marketer" or "Operations," each with its unique set of permissions. This allows for a more granular and tailored approach to user access management.

Key Components of Role-Based Permissions

Now that we have a broad overview, let's break down the essential components of role-based access control:

Role Creation

Admins hold the reins when it comes to creating roles within Nutshell. They have the flexibility to establish one or more roles. This means that your organization can craft roles that align precisely with your team's structure and responsibilities.

Role limits

While the power to create roles is in your hands, there are limitations to keep in mind. The number of total roles you can create will be restricted based on your Nutshell plan. This ensures that role management remains efficient and aligned with your subscription tier.

Access control

Roles come with a collection of permissions, providing fine-grained control over what users can and cannot do within Nutshell. These permissions act as the building blocks for defining each role's access and capabilities.

Getting started with role customization in Nutshell

Accessing the ‘Roles and permissions’ table

To begin customizing roles and permissions within Nutshell, administrators can follow these straightforward steps:

Step 1: Navigate to the Settings menu

Begin by navigating to the ‘Settings’ menu within your Nutshell account.

Step 2: Select ‘Users and teams’ section

Within the ‘Settings’ menu, locate and select the ‘Users and Teams’ section.

Step 3: Configure role-based access controls

Click 'Manage all' to access the ‘Roles & permissions’ table, you'll be able to add roles and access a comprehensive list of permissions. Customizing user access is a straightforward process, requiring just a few clicks. To grant or remove access for users, simply check or uncheck the checkboxes next to each permission.

Note: The ‘Access Nutshell setup’ permission is only granted to administrators.

Step 4: Add a new role

You are able to add a role based on your organization's specific requirements examples include: Marketing, Customer Services, etc.

Editing or removing a role

Once a role has been created, you are able to edit the role name by clicking on the pencil icon.

Clicking on the trash can icon will enable you to delete a role. Note: You will only be able to delete a role if there are no users in the assigned role.

In summary, Nutshell's Role-based Access Controls feature is a game-changer for administrators seeking to tailor user access and control within the CRM platform. With the ability to create custom roles, define precise permissions, and allocate roles strategically, you can ensure that your team members have the right level of access to optimize their workflow.

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