Tutorial: Manage User Permissions and Groups

Goal: Maintain security and ensure users have appropriate access by effectively managing User Groups and Data Permissions within Zudello.

Controlling who can do what, and see what, within Zudello is fundamental to maintaining security and operational efficiency. Zudello uses a combination of User Groups (to define actions a user can perform) and Data Permissions (to define which records a user can see) to provide granular control over access. Properly managing these settings ensures users have the access they need for their roles, without exposing sensitive information or allowing unauthorised actions.

This guide will take you through the essential steps of managing user access, starting with defining permissions within User Groups, assigning users to those groups, configuring data visibility rules, and finally, reviewing best practices for ongoing security maintenance.

Sections:

1. Manage User Groups and Permissions
2. Manage Group Membership
3. Configure Data Permissions
4. Review Security Best Practices

Let's start by managing User Groups and their associated permissions.