Access Controls (Users)
on 09-30-2024 12:00 AM by SnapApp by BlueVector AI
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Table of Contents
- Users
- Manage User Access
- Create User Groups with Roles and Permissions
- Add a User
- Edit a User
- Delete a User
Users
Users encompass anyone interacting with your application, categorized primarily as Admins and Customers. Clearly defining these Users is crucial before configuring your application.
Manage User Access
Create User Groups with Roles and Permissions
Assign default application roles to manage user access effectively.
- Open Settings from the User menu.
- Select Global Settings from the left navigation menu.
- Set the Default User Role to the desired role defined in the roles and permissions →
Save
Tip: Always set a default role with limited access to your application. Higher levels of access can be granted later as needed.
Add a User
- Open Settings from the User menu.
- Select Users from the Access Control dropdown menu.
- Click on
+Add Newbutton to add new users
| Field | Description |
|---|---|
| Name | This field allows you to specify a name for the user. |
| This field allows you to specify the email address of the user. | |
| Role ID | This field allows you to specify the role ID for the user. A role ID is a unique identifier that is used to associate the user with a specific data access role. |
| Data Access Role ID | This field allows you to specify the data access role ID for the user. A data access role ID is a unique identifier that is used to control which data the user can access in your application. |
| Picture | This field allows you to upload a profile picture for the user. |
| Firebase UID | This field displays the Firebase user ID for the user. Firebase is a backend platform that can be used to authenticate users in web applications. |
| Active | This field allows you to specify whether the user account is active. Inactive user accounts cannot be used to log in to the application. |
| Username | This field allows you to specify a username for the user. |
| Bio | This field allows you to specify a bio for the user. A bio is a short description of the user that can be displayed on their profile page. |
| Timezone | This field allows you to specify the time zone of the user. |
| Last Login | This field displays the date and time of the user’s last login. |
Make your changes and click Save to keep the updated settings.
Edit a User
- Open Settings from the User menu.
- Select Users from the Access Control dropdown menu.
- Search for the user in the Users list and click the button on the right-hand side.
- Make your changes and click
Saveto keep the updated settings.
Users should be able to update their own information directly from their profile page. This includes modifying details such as their name, email address, profile picture, and any other relevant personal information.
Delete a User
- Open Settings from the User menu.
- Select Users from the Access Control menu.
- Search for the user you want to delete in the list →
Delete
Note: The Delete button will appear only if you have Delete permissions in one of the permission sets assigned to your user role.
Note: Toggling a user’s active status (users.active) to false will disable their account, preventing login. Deleting the user record has no immediate effect; it will be recreated upon their next login attempt.
Thank you for following these steps to manage your SnapApp access controls (users) settings effectively. If you have any questions or need further assistance, please don’t hesitate to reach out to our support team. We’re here to help you make the most out of your SnapApp experience.
For support, email us at snapapp@bluevector.ai
