7. User Management & Permissions

1. Adding and Managing Users:

• Description: Learn how to add new users to your Saasleek account and manage existing users effectively.

• Steps:

  1. Navigate to the User Management section in the settings.

  2. Click "Add User" and enter the necessary details, such as name, email, and role.

  3. Assign a role to the user (e.g., Admin, Editor, Viewer) based on their responsibilities.

  4. Review user activity and permissions regularly to ensure appropriate access levels.

• Tip: Set up user groups for easier management if you have a large team.

2. Assigning Roles and Permissions:

• Description: Control what features and data each user can access by assigning specific roles and permissions.

• Steps:

  1. In the User Management section, click on a user's profile.

  2. Choose from predefined roles like Admin, Analyst, or Custom Role, or create a new role.

  3. Adjust permissions to allow or restrict access to specific features, such as campaign editing or report viewing.

  4. Save changes and notify the user of their new permissions.

• Example: Limit access to financial reports for general users, but allow full access for financial analysts.

3. Monitoring User Activity:

• Description: Track user actions within the platform to ensure security and productivity.

• Steps:

  1. Go to the Activity Log in the User Management section.

  2. Filter activities by user, date, or action type (e.g., login, data changes).

  3. Review logs to identify any unusual activity or unauthorized access.

  4. Take corrective actions if necessary, such as adjusting permissions or resetting passwords.

• Tip: Regularly monitor user activity to ensure that your data is secure and your team is using the platform effectively.

4. Setting Up Two-Factor Authentication (2FA):

• Description: Enhance security by enabling two-factor authentication for user accounts.

• Steps:

  1. In the Security Settings, enable 2FA for your account.

  2. Choose your preferred method (e.g., authentication app, SMS).

  3. Instruct users to set up 2FA during their next login.

  4. Regularly review 2FA settings and encourage users to keep their authentication methods up-to-date.

• Example: Require 2FA for all admin-level accounts to prevent unauthorized access.

5. Managing Team Collaboration:

• Description: Facilitate better teamwork by managing how users collaborate within the platform.

• Steps:

  1. Create shared workspaces for teams to collaborate on specific campaigns or projects.

  2. Assign tasks and set permissions within each workspace to ensure efficient collaboration.

  3. Use the platform's communication tools to keep team members informed and aligned.

  4. Monitor progress and adjust team settings as needed to maintain productivity.

• Tip: Use shared dashboards to give all team members a unified view of project progress.

Effective user management and robust permissions settings ensure that Saasleek remains secure and well-organized, while also fostering collaboration and productivity across your team. By following these guidelines, you can optimize how your team interacts with the platform, ensuring everyone has the right access to the tools and data they need to succeed.