With roles, you can be very specific in providing your Fluix team members with the rights to access the Fluix Admin Portal and manage document flow.
The roles are managed in the Permissions tab under the Settings section:
Account Owner
On top of the section, you can see the Fluix Account Owner name, a person who registered the Fluix trial account. By default, the Account Owner has full access to all sections and data in the Fluix account. Change of Account Owner. In case the owner of your Fluix account has changed, reach out to your Customer Success Manager or support@fluix.io who will update the records for your account.
Account Admins
The Account Owner and Admins with access to Permissions can grant roles to the users. By providing a user with any role you make him an Admin. There is no limitation for the number of admins in Fluix, but each user can be granted one role only. Then you will not see his name in the list of users upon creating a new role. In the next article Create and Manage Roles you will find out how to create, edit, duplicate, and delete admin roles.
Can’t find what you’re looking for? Feel free to contact us at support@fluix.io if you have any questions or comments.
In this article, you will learn how to create an Admin role, edit, duplicate, and delete it. To proceed, please go to the Permissions tab under the Settings section of the Admin Portal.
How to Create a Role
Step 1. In order to create a new role, please navigate to the Permissions tab under the Settings section of the Admin Portal and tap on New Role in the upper right corner of the screen.
Choose a template or create a custom role from scratch by selecting a Blank Template:
Step 2. Select users to the role will be applied, you can choose 1 or multiple users at once.
Step 3. Give a role name in the top left corner
Step 4. Grant access rights. Depending on the role you have in mind, you can select the areas in Admin Portal you want your Admins to have access to.
Global Permissions: This section gives access to the main areas in Admin Portal such as Dashboard, Billing, Settings, Roles, Remote Storages,and GDPR.
Access to Fluix Storage: If you use Fluix Storage, you can give users access to either the full storage or just certain folders:
Access to Groups: This section provides control over all or selected groups of users that your admins can manage.
Access to Workflows: This section contains rights for managing workflows of your accounts, as well as viewing and managing the workflow documents. If you want an Admin to be able to create new workflows, select All Workflows as scope, this way giving admins the ability to both create, delete and manage workflows.
Access toDatasets: Here you can manage access to the Collected Data section, create, edit and export all or selected datasets:
Step 5. Save and apply changes.
How to Edit, Duplicate and Delete a Role
To edit a role, select it and click Edit Role:
To add a user to a role, simply select one on the left-hand side under Add User:
To duplicate a role with the same list of permissions, select it and click Duplicate Role. A new role will be created with the clone tab in the name. Rename it and add users to finish the setup.
To delete a role, select it and click Delete.
Can’t find what you’re looking for? Feel free to contact us at support@fluix.io if you have any questions or comments.
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