Access management
Efficient access management is crucial for maintaining control over your company, team, and roles within the Proprli platform. Follow the steps below to learn how to manage these elements effectively. It is important to note that Access Management is only available for Admin users within your team.
Step 1: Click on the icon displaying your initials located in the bottom left corner of your screen. This will open your profile settings menu.
Step 2: Select Access Management, and you will be redirected to a new page featuring three main tabs:
Company: Within this tab, you can update essential company details such as the logo, name, description, and address. Keeping this information current ensures that your organization's profile is always accurate.
User Permissions: This tab allows you to manage your team members' access levels. Here, you can add or remove users, assign permissions, and control what each team member can access and modify within the platform.
Roles: Here, you have the flexibility to create, assign, and manage different roles for each user. Roles define a user's capabilities within the platform, so it is essential to assign them carefully to maintain proper control and security.
Refer to the following articles for more information about Access Management:
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