User and user role management

To ensure and facilitate collaboration for your team, Dawiso offers a robust user management system, including clearly defined user roles and capability to assign permissions.

Our user management system:

• Ensures that sensitive data is accessed responsibly and tasks are performed by authorized personnel, enhancing security and compliance
• Facilitates smoother teamwork by allowing different users or groups to access the resources they need to perform their roles efficiently
• Supports audit trails, ensuring that all data interactions are traceable and accountable, which is crucial for maintaining data integrity and trust across the organization

Dawiso user roles

User roles are essential for effective data governance and secure system management within organizations. Permission scopes granted to different user roles control access to resources. This ensures that employees only have the permissions necessary for their job roles, which enhances security by minimizing unauthorized access and potential data breaches.

In Dawiso, there are three main user roles available:

1. Admin: Full access to the platform, including adding new users, managing users or user groups (including permissions), and configuring the platform.
2. Contributor: Limited permissions, such as
   • View content
   • Gain access to specific spaces and edit their attributes
   • Create subspaces
   • Create objects and edit their attributes
3. Viewer: Read-only permissions for spaces they are allowed to access.

Technical users

In every Dawiso instance, you will see technical users with the roles technical.admin, technical.contributor, and technical.viewer.

Technical users are automatically generated by Dawiso and are used internally, for example for creating the initial administrator account for the environment owner.

• technical.admin: System-generated administrator.
• technical.contributor: System-generated contributor.
• technical.viewer: System-generated read-only user.

Add new users

To add new users to your Dawiso platform, invite your colleagues:

1. Navigate to Settings  > Users & Permissions > Users.
2. Click above the list of users.
3. Fill in the following information to create an account for your team members:
   • Login: The username for your team member. It can be a simple username (like user1, name_surname, etc.) or their email address.
   • User role: Select your team member’s role. For more information, see the next section on setting user roles.
   • Password: Enter your team member’s password. Once they log in to Dawiso, they can change it (for more information, see Change or reset password).
4. [Optional] The following fields are optional:
   • Display name: This name will be displayed in the list of users.
   • First name: Your team member’s first name.
   • Last name: Your team member’s last name.
   • Email: An email used for receiving Dawiso notifications.
   • Phone: Your team member’s phone number.
   • Description: A description for easier identification.
5. Create the account and forward the credentials to your team member.

Manage team members

Accounts with the admin role can manage other users, including permissions, what user group users belong to, or user details.

1. Navigate to Settings  > Users & Permissions > Users.
2. Select the user you want to manage.
3. Here, you can manage user groups, granted permissions, and user information.

User Groups tab

1. Assign team members to user groups: User groups can have custom permissions.
2. Remove team members from groups.

Space Permissions tab

You can configure permissions for individuals users on the Space Permissions tab.

1. Switch to the Space Permissions tap in the top-middle of your screen.
2. Select which user you want to manage.
3. Add or remove read or write  permissions using the checkboxes next to specific spaces.

When managing specific roles:

1. Viewer roles: Note that the permission to write will be automatically disabled.
2. Contributor roles: Enable read or write permissions for specific spaces.

Edit user information

Once you select a user, on the very left, you’ll see when the account was created, who it was created by, and account description.

1. Click the user’s name next to the profile icon to display all their details.
2. Go back to the previous screen, click the three dots  next to the user’s login name.
   1. Select Edit and change any information (including user role) except for login and password. Confirm your changes.
   2. Select Delete to remove the user and all their information. Confirm your changes.

Create user groups

For more efficient user management, you can create user groups with custom set of read or write permissions and assign individual users to the group. All users within one group will have the same set of permissions.

1. Navigate to Settings  > Users & Permissions > Groups.
2. Select your group.
   1. On the Users tab, add your team member(s) to a group.
   2. On the Space Permissions tab, edit the permissions for a group.

On the very left, you can see the group name and its details. Click the three dots  to:

• Edit group name and description.
• Delete the group.