Advanced Role-Based Access Management

What’s New?

The Advanced Role-Based Access Management feature introduces cutting-edge capabilities to fine-tune access and permissions across your team. Here’s what’s included:

1. Temporary Roles:
   • Assign roles with a set expiration date or time, perfect for contractors, auditors, or temporary projects.
   • Configurable via the Account Settings > User Management > Temporary Roles section.
   • Automatically reverts to default access or disables access after expiration.
2. Custom Permission Sets:
   • Create and save custom permission profiles using config/role_customizer.py.
   • Assign specific permissions for tasks, dashboards, and sensitive data based on project requirements.
3. Granular Activity Logging:
   • Detailed logs in logs/activity_role_manager.log track every role assignment, update, and revocation.
   • Audit who assigned a role, when, and the associated changes in access levels.
4. Real-Time Role Switching:
   • Use the new Quick Role Swap tool to toggle between roles without logging out.
   • Designed for users with multiple responsibilities (e.g., Admins performing Viewer tasks).
5. Role Templates for Large Teams:
   • Deploy pre-configured role templates to onboard users quickly.
   • Templates include settings for Admin, Editor, Viewer, and Security Analyst roles.
6. Compliance-Ready Features:
   • Designed to meet compliance standards like GDPR, CCPA, and ISO 27001.
   • Automatically generates reports of role changes for audits.

How to Use It

1. Assigning Temporary Roles:
   • Navigate to User Management in your Velocty dashboard.
   • Select a user, click Assign Role, and choose Temporary Role.
   • Set an expiration date or time, and click Save.
2. Creating Custom Permission Sets:
   • Go to Settings > Role Customizer.
   • Define access levels for each module and save the profile for reuse.
3. Viewing Activity Logs:
   • Access Logs > Role Activity to view a comprehensive history of role-related actions.

Impact

This feature significantly enhances how you manage access within Velocty:

• For Administrators: Streamlined onboarding, secure temporary access, and audit-ready tracking.
• For Teams: Improved collaboration with tailored access levels and seamless role switching.
• For Security: Reduced risk of unauthorized access with precise and time-bound permissions.

Use Cases

1. Temporary Projects:
   • Grant a contractor Editor access for three weeks. After the project ends, the access automatically expires.
2. Audits:
   • Assign an Auditor role for compliance review, ensuring they have read-only access to necessary data.
3. Dynamic Responsibilities:
   • Security Analysts can switch to Admin mode for specific tasks and revert instantly.

Next Steps

• Implement advanced AI-driven suggestions for optimal role configurations based on user behavior.
• Explore role-based insights to improve access efficiency across your organization.

Experience unparalleled control and flexibility with Advanced Role-Based Access Management. If you need assistance, our support team is ready to help!