How do I manage user roles and permissions?

In Secure Exchanges, role and permission management allows you to precisely control the access granted to your users based on their responsibilities. This feature helps you strengthen security, limit errors, and effectively structure the administration of your environment.

Access role and permission management

1. Log in to your Secure Exchanges online portal.
2. Access the Options menu > Roles and permissions.
   

Create a role group

1. Click on "Add a role group" .

2. Give this group a clear and representative name (e.g., IT Administrators, Support Technicians, Billing).

3. The group has now been created, but no permissions are active yet.
   

Configure group permissions

Before you can assign permissions, you must:

1. Click on the "EDIT" button located to the right of the relevant group in the table.
   

2. Once in edit mode, check the permissions you want to enable for this group.
   

• Available permissions

  • Business management
    Customization of colours, logo, sending email and white labeling.

  • Billing
    Access to bills, credit card and plan.

  • Purchase
    Purchasing and licensing management.

  • Newspapers
    Access to other users' logs.

  • Administrator Logs
    Access to administrator account logs.

  • Domain management
    Adding and managing email domains.

  • Activation rules
    Domain-based rule management.

  • Roles and authorizations
    Creation and management of role groups and permissions.

Add users to a role group

1. In the role groups table, click on the number of users displayed for the relevant group.
   
2. Select the users to add to this group.
3. Save your changes.
   

Assigning users to a group immediately determines their access and permissions in Secure Exchanges.

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