Learn how to assign users to these four levels: account, site / community, cluster, and department.
3 min task
What
When you manage multiple sites / communities, you can control which users have access to which sites/communities/clusters. This can be done by assigning them roles on different levels in the organization. When you assign a role to someone at a certain level, that same role will apply to them in all the sites / communities and clusters underneath that level as well.
Only users with the manager role on the account level will be able to assign these roles to other users.
User management is not available on the Nobi Mobile App.
Why
Setting up user roles in different parts of your organization allows you to control what each user can see, so they only get the information they need and aren't overwhelmed by too much data. This also keeps private information safe because users only see what they need for their job. Plus, some users need to have access to multiple sites / communities. Assigning them roles on the right levels makes it easier for them to switch between sites / communities.
Assigning users to accounts/sites/communities/clusters
Assigning roles to users on different levels in the account can only be done by a user with the manager role on the account level. For this, you must have at least two sites / communities within your organization.
Please note that this action can only be completed on the Nobi web application via the User management page.
Want to add another site / community? Contact your vendor.
Detailed Steps
- Go to User Management by clicking on the cog/gear in the top right.
- You will see a list of all users in and under the account. To assign a role to a user at a specific level, click on Edit next to user you wish to assign a role.
- Click the Role organization tab
- You will see an overview of the different levels of the organization and the user’s current roles on these levels. To assign a role on a different level, choose the role in the dropdown menu on this level. By clicking on the role, it will automatically save your change. (you will see that this role automatically applies for the levels underneath, indicated by the grey box with the type of role displayed at the levels underneath)
- A blue banner will confirm the change.
- To delete a role on a level, click on the cross to delete this role on this level.
- Nobi will ask if you’re sure, click Confirm.
- A blue banner will confirm the change.
You can now expand and limit the access of the users in the application.
Still have questions? Contact Nobi Support.