Users, Roles, Teams, and Organization Hierarchy

The Lazsa Platform uses role based access control (RBAC) to monitor and control access to authorized users to various objects and processes in the platform.

The platform provides predefined roles that come with a set of default permissions, or custom roles that you can create based on your requirement. You can assign predefined or custom roles to users based on the tasks that they need to perform in the Platform.

You can create teams to group users working on different products, releases or features and add users to each team.

Organization Hierarchy helps to create a structure and define the hierarchy within the organization. This facilitates the day-to-day operations of the organization.

Before you start creating teams, custom roles or assigning roles to users, we recommend you go through the following information:

Mapping of roles, objects and permissions

What tasks can I perform from Users, Roles, Teams, and Organization Hierarchy?

You can perform several tasks from the different tabs of the Users, Roles, Teams, and Organization Hierarchy workspace.

  1. Users

    • Add users to the Platform using one of the following methods:
    • View the following details about users:
      • User, Platform or Product roles
      • Company, Country
      • Status of login access, Manager
      • Skillsets, Cost Area, Cost, Teams
      • Allocation %, Allocation Period
      • Custom Fields (See Custom Fields Settings)
    • Search for a specific user
    • Filter users based on role type, company, skillset, cost area, teams, country and so on. You can check Select All to select all the options of the filter. Similarly you can uncheck Select All to clear all the options of the filter. Once you select filters and apply them they are saved and loaded for each next session until you reset the filters.
    • Export user details to an excel sheet
    • Manage users by performing the following tasks by clicking the ellipsis (..):
      • Activate or deactivate a user Deactivate or Offboard a User
      • Send email - send an email to a user
      • Add to team - add a user to a team
      • Edit a user
      • Offboard a user
      • View History
      • Delete a user

  2. Roles

    • Search for a specific role
    • View role details
      • Edit
      • Manage Users
      • Delete
    • Export roles to an Excel sheet
    • Perform tasks like:
      • Edit users
      • Manage users - add them to a role
      • View users
      • Delete users
    • New Role - create a custom role
    • Export platform and product roles to an excel sheet
    • Configure Table Settings - set the table view by selecting any four columns apart from the first two, which are mandatory.

  3. Teams

    • New Team - create a new team
    • Export a list of teams to an Excel sheet
    • Search for a specific team
    • Filter teams based on the organizational structure that is defined.
    • Manage tasks like:
      • Edit
      • Manage Members
      • Email Members
      • Delete

  4. Organization Hierarchy

    • Create a structure for the organization

    • Add the groups according to the defined structure

Related Topics Link IconRecommended Topics What's next? Create Teams