Table of Contents

• 1. User Management
• Adding a User
• User Statuses
• 2. Understanding Roles
• System Roles
• Creating Custom Roles
• 3. Add a User
• User Configuration Fields
• Edit a User
• Deactivating a User
• Support

Users encompass anyone interacting with your application, categorized primarily as Admins and Customers. Clearly defining these Users is crucial before configuring your application.

SnapApp utilizes Role-Based Access Control (RBAC). Instead of assigning permissions to individual users, you assign permissions to Roles, and then assign those roles to Users.

1. User Management

The Users tab in the SnapApp Admin Console is your central hub for managing team access. If an application is set to invitation only, (which is best practice for security), then a user’s email needs to be added to the user list before they are able to access the application. When the application is set to Open, any user can get access as the default user role you set. If you are using the Open feature, give the new users the least amount of access.

Adding a User

1. Navigate to Settings > User Management.
2. Click Invite User.
3. Enter the user’s email address and select their initial Role.
4. Click Send Invitation. The user will receive an email to set up their password.

User Statuses

2. Understanding Roles

SnapApp comes with four system-defined roles that cover most common use cases.

System Roles

Creating Custom Roles

For enterprise-grade granularity, you can create custom roles and permissions:

1. Go to Roles > Add New.
2. Go to Permissions > Add New
3. Toggle specific permissions for objects and fields.
4. Link the role and permission set

Click here for more information about configuring roles and permissions.

3. Add a User

1. Open Settings from the Profile menu.
2. Select Users from the Access Control dropdown menu.
3. Click the +Add New button.

User Configuration Fields

Make your changes and click Save to keep the updated settings.

Edit a User

1. Open Settings from the User menu.
2. Select Users from the Access Control dropdown menu.
3. Search for the user in the list and click the Pencil (Edit) button on the right-hand side.
4. Modify the necessary fields and click Save.

Self-Service: Users can also update their own profile information (Name, Bio, Picture) directly from their personal Profile page.

Deactivating a User

To prevent a user from accessing the application, you must Deactivate their account rather than delete it. This ensures that historical data, logs, and audit trails associated with that user remain intact.

1. Navigate to Settings > Users.
2. Search for the user you wish to deactivate.
3. Click the Edit (Pencil) icon.
4. Toggle the Active switch to Off.
5. Click Save.

Note: Once the active status is set to false, the user record remains in the database for administrative purposes, but the user will be immediately blocked from signing in to the application.

Support

If you have any questions or need further assistance, please reach out to our support team.

Email: snapapp@bluevector.ai