Manage Access & Status
Adjust a user's role and status to control exactly what they can access.
#Purpose
Keep each person's access matched to their current responsibilities.
#When to use this
On promotions, role changes, or when tightening access.
#At a glance
| Detail | Value |
|---|---|
| Required permissions | User management (CEO or admin) |
| Administrator level | CEO / Admin |
| Portal areas used | Users, Roles |
#Step by step
1
Open the user
Find them in user management.
2
Set their role
Assign the role that matches their responsibilities.
3
Set their status
Active for normal access; deactivate to suspend.
4
Save
Access updates to match.
#Approval points
No formal approval gate
This administrative action does not require a separate sign-off, but review carefully before applying changes.
#Security notes
Security considerations
- Apply least-privilege.
- Review access after role changes and departures.
#Best practices
- Give only the access the role requires.
- Audit access periodically.
#Common mistakes
- Granting admin for convenience.
- Leaving departed users active.
#Troubleshooting
| If this happens | Try this |
|---|---|
| New permissions not applied | Ask the user to refresh or sign in again. |
#FAQ
Can I create a custom role?
Roles are a fixed set today; custom roles are not available. Assign the closest fitting role.
#Keep exploring
#Related admin guides
#Business modules & workflows
Getting Started
Initial setup.
Platform Overview
How the OS fits together.
Knowledge Base
Task-level how-tos.
Business Workflows
End-to-end processes.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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