Configuring user access rights

What is it and what is it for?

Access rights were created to ensure the security of your company and its information, e.g., client data, and they also give the business owner a convenient way to control the activities of employees with access to Altegio. 


1. To ensure that your information is properly secured, provide each staff member with individual access. We advise against giving shared access to several employees.

2. Pay close attention when granting rights to download information and manage users.


Go to the Settings — System settings — Users section. Select a User you want to configure access rights for by clicking their name. In a user card go to the Access rights tab. 


Here you can configure absolutely all rights simultaneously, as well as configure access rights for each section separately. Go to the Access rights section to learn about specific access rights in detail and configure access rights for each user.

Learn how to add a user in the Users list management article.