Role Based Access Control (RBAC)
Last updated
Last updated
The Workspace in Nected is a personal area that is automatically created for each user upon logging into the dashboard. This space is where users manage their automation tasks and collaborate with team members. Key features of the Workspace include:
Personalized Space: Each user's Workspace is unique and accessible as soon as they log in. It's a central hub for managing their workflows.
Workspace Customization: Users can personalize their Workspace by changing its name to something that reflects their projects or team identity.
Team Collaboration: Invite colleagues to join the Workspace as team members. This feature facilitates collaboration on shared tasks and workflows.
Role Management: Through the RBAC system, users can assign and modify roles for team members within their Workspace, controlling access levels and permissions for different aspects of the workflows.
This Workspace is designed to be intuitive and user-friendly, ensuring that users can focus on their work without the need for complex setup procedures.
Workspace Name: Enter the name of your workspace
Workspace Domain: The workspace domain is automatically provided by the nected platform.
After entering these couple of details, you need to click on the save button, as soon as you click on the save button, you can see a message on your screen displaying Workspace Updated Successfully.
Under the team section, you can send an invitation by email to any of the teammate you want, for the purpose you want to enter the email address of the person and just click the send invitation button, as soon as you request is sent you can see a message on the screen showing invite sent.
The invitation remains pending until it gets accepted from the receiver's end, as soon as the receiver accepts the request, it will get automatically redirected to the accepted state.
The recipient will receive an email that looks like this:
To accept the invitation:
The recipient should open the invitation email from Nected.
They should click on the “Join Now” button within the email.
After clicking “Join Now”, they will be redirected to the workspace where they can start collaborating in the role that was assigned to them.
Remember to inform the invitee to look out for the email from Nected and to check their spam or junk folder if they don’t see it in their inbox.
In the invitation step, you can invite four types of individuals:
Admin: Admin are the user with the authority to create, edit, view, and delete permission for all entities within the workspace.
Approver: All access like Editor plus permission to review/approve any changes across rules , data source & workflows within workspace.
Editor: Editors are the user with the authority to create, edit, view, and delete permission for all entities within the workspace except for integrations, dataset and workspace settings.
Viewers: Viewers are the user with the authority to view for all entities within the workspace except for integrations, datasets and workspace settings.
Tech: Tech are the users with the authority to create, edit, view, and delete for all entities within the workspace except for workspace settings.
Restricted: Restricted users can only access specific rules and workflows assigned to them, with permissions individually set by the admin or owner.
After sending the invitation you can change the type of the receiver or can also delete the invitation.
To change the type of the receiver, select any of the type among the four available options as shown above.
To delete the invitation just go to the type of the receiver, the last option you find is a remove option, as soon as you click the remove button the invitation gets deleted from the list of invited users.
When multiple users are working in the same workspace, Nected designates one user as the active editor and the others as the non-active editor. The active editor has exclusive editing rights for the entity, while non-active editors are temporarily blocked from making changes. For more detailed info about Multiple User edits follow our documentation: Multiple Tabs/Users Edits
In Nected, you can assign access permissions for each rule individually, allowing specific team members to have control over rule creation, modification, approval, or viewing rights. This feature ensures that only authorized users can access or edit a particular rule, providing flexibility in collaborative environments.
Open Rule Access Settings:
Navigate to the rule for which you want to configure access settings.
At the top right corner, you'll find a "..." button. Click on it, then from the list, click on the "Edit Access" option.
Edit Access:
After you click on the "Edit Access" option, it will open the access management modal.
A list of team members will be displayed, along with dropdown menus to assign roles for each member.
Assign Roles to Team Members:
For each team member, select a role based on the level of access you want to grant:
Admin: Grants full permissions, including the ability to create, edit, view, and delete the rule.
Approver: Allows the user to review and approve changes within the rule without full administrative privileges.
Editor: Permits editing, viewing, and limited management capabilities, but restricts access to certain settings.
Viewer: Provides read-only access, enabling the user to view the rule without making any changes.
Access Denied: Removes the user’s access to the rule, ensuring they cannot view or interact with it.
Save Access Changes:
After configuring the roles for each team member, click on the "Update access" button to apply the changes.
A confirmation message will appear, like this:
Click on the "Restrict Access" button and it will be done.
Update or Revoke Existing Permissions:
You can return to the access settings at any time to change or revoke permissions.
To modify a team member’s role, select a different option from the dropdown menu.
To remove a team member’s access entirely, select "Access Denied" to restrict their permissions for the rule.
Similar to rules, Nected allows you to manage access permissions for each workflow individually. This enables you to control which team members can view, edit, approve, or have no access to specific workflows, creating a secure and collaborative workspace.
Open Workflow Access Settings:
Navigate to the workflow you want to configure access permissions for.
At the top right corner, you'll find a "..." button. Click on it, then from the list, click on the "Edit Access" option.
Edit Access:
Select "Edit Access" to open the access configuration interface.
The list of team members within the workspace will appear, allowing you to assign specific roles for each.
Assign Roles to Team Members:
Choose a role for each team member according to their required level of access:
Admin: Grants full permissions, including the ability to create, edit, view, and delete the workflow.
Approver: Provides the ability to review and approve changes within the workflow, without full administrative control.
Editor: Allows editing and viewing capabilities, with certain limitations on workflow settings.
Viewer: Restricts the user to view-only access, allowing them to see the workflow without modifying it.
Access Denied: Revokes the user’s access to the workflow, preventing them from viewing or interacting with it.
Save Access Changes:
After configuring the roles for each team member, click on the "Update access" button to apply the changes.
A confirmation message will appear, like this:
Click on the "Restrict Access" button and it will be done.
Update or Revoke Existing Permissions:
Access settings can be updated anytime by selecting a new role or revoking access for a team member. To change a member’s role, simply choose a different option from the dropdown.
To completely remove access, select "Access Denied" to ensure the user has no visibility or control over the workflow.
