Access relates to the client(s), account(s) and project(s) that a user is able to view.
Access works in combination with the user’s Roles to allow them to perform actions on the platform, for example:
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If a user is granted a Client Admin role, but only has Access to accounts within that client, they will not be able to edit the Client to perform any Client Admin-specific actions.
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Likewise, if a user is given Access to a Client, but is only granted an Account Admin role, they will not be able to perform actions related to the Client.
Access is granted via the Access tab when adding or editing a user.
- If you only select a Client, the user will be given access to all Accounts and Projects that sit under that Client in the platform hierarchy.
- If you only select an Account, then the user will be given access to all Projects that sit under that Account in the platform hierarchy.
- Should you only wish for the new user to have access to one Project, you will need to select that Project from the list which will restrict their view only to that Project.
- Additional Clients, Accounts and Projects can be added later by editing the user.
- Access to multiple Clients, Accounts and Projects is possible, in any combination.
The Default Client mandatory field on the Personal tab when adding a user relates only to the branding the user will see when they use Admin UI. Access is not automatically provided to the default client. If this is required, it can be added using the Access tab.