How do you set up a new user with restricted permissions?

How do you set up a new user with restricted permissions?

• A. Settings > Manage Users > Add User; assign role and permissions, and save.
• B. Settings > Manage Users > Add User; create with full admin access.
• C. Invite user via email and grant read-only access.
• D. Create user in the Employees module.

Answer: (A)

Controlling who can access the system and what they can do is done by assigning a role with specific permissions in the user management area. To set up a new user with restricted permissions, go to Settings, then Manage Users, choose Add User, select the appropriate restricted role, adjust any specific permissions as needed, and save. The role defines what data the user can see and which actions they can perform, so picking a restricted role keeps access limited to what’s necessary. The other approaches don’t align with this workflow: giving full admin access exposes everything and defeats restrictions; inviting by email with read-only access may not guarantee that precise role-based permissions are applied and documented; and creating the user in the Employees module isn’t the place to set up system access permissions.

Controlling who can access the system and what they can do is done by assigning a role with specific permissions in the user management area. To set up a new user with restricted permissions, go to Settings, then Manage Users, choose Add User, select the appropriate restricted role, adjust any specific permissions as needed, and save. The role defines what data the user can see and which actions they can perform, so picking a restricted role keeps access limited to what’s necessary.

The other approaches don’t align with this workflow: giving full admin access exposes everything and defeats restrictions; inviting by email with read-only access may not guarantee that precise role-based permissions are applied and documented; and creating the user in the Employees module isn’t the place to set up system access permissions.