The menu item "Permissions" in settings

Tutorials and guides for the features of Octaved Flow

In the settings under More is the menu item Permissions. Permissions are set here that apply either globally or for the system settings themselves.
The logic here is that users are assigned to a role and thus receive the corresponding permission.
The Global administrator has unlimited rights in Octaved Flow. This includes all menu items under Settings, the ability to manage permissions for project folders and to read and edit all project details. In very small organizations, where otherwise all users are allowed to do everything, all users can be global administrators. For this purpose, the group All internal users is added here, in which all internal users are always automatically included. This is the default setting when you register for Octaved Flow, i.e. when you create an Octaved Flow for your own organization.
In medium-sized and larger organizations, the global administrators are probably employees of the IT department. To do this, the group All internal users is removed and the corresponding users are added. The users can be added directly or as a group. As you cannot revoke the global administrator right yourself, you must first add yourself before you can remove the All internal users group.
It is recommended that at least two users are global administrators.
The System settings administrator can use most of the menu items under Settings. The following restrictions apply:
  • He cannot use the menu item Permissions (otherwise he could assign himself the role of global administrator).
  • They can create and edit project folders in the project folders menu item, but cannot manage the permissions for project folders.
  • He cannot manage users, neither internal nor guest users.
  • The menu items LDAP and Webhooks are only available for on-premise installations of Octaved Flow. Note: In the cloud version, these two menu items are not available to anyone.
In contrast to the global administrator, the System settings administrator does not have global access to all projects.
If the role of global administrator is performed by employees from the IT department, department heads from specialist departments, central project management or Octaved Flow key users, for example, can be System settings administrator.
There are additional roles, such as permission to manage internal users or customers. There is detailed help for each role:
Help text in permissions

Good to know

Groups of users
Users can be combined into user groups. A user can be in any number of groups.
The idea of groups is to save clicks. If you want to add the same users in several places to set permissions, it is worth creating a group for these users. Instead of adding several users, you then only need to add one group.
Groups in project folder authorizations
Groups can also be used for time bookings of meetings. You can mention a group in a post on the board to mention all members of the group via the post. The group also saves clicks here.
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