Permission Rights Super Improvement
R
Rémy L
Hello,
At Uptimi, we are experiencing rapid growth and are currently structuring our expansion by agency.
Each agency has one or more associates as well as executive assistants.
I need to be able to assign specific permissions so that they can create, view, and modify all records related to their team members, and only their team members. They should also be able to see everything their team does and assist with their activities in SmartSuite (contracts, clients, etc.).
The team members already have standard rights, which are operational and not an issue.
This is quite urgent as we are onboarding 28 new people by December 15, 2024.
Do you have any ideas on how we can manage this setup before an update to the permission rights becomes available?
Jon Darbyshire
Hiya Rémy L, thanks for this post! I have a few more questions for you:
- What specific permissions do you envision for associates and executive assistants beyond the standard rights?
- Are there any specific records or activities that should be restricted from certain team members?
- How do you currently manage permissions, and what challenges are you facing with the existing setup?
R
Rémy L
Jon Darbyshire great questions !
Up until now, everyone had the same permissions: they could only see the records assigned to them, and any records they created were automatically assigned to them. This is managed under a single team called “Uptimi Conseil.”
I have also created an “Admin” team that has full visibility across everything and can support them.
As part of our development, we are now structuring teams by city.
The permission management will be organized into 2 levels.
For example, we now have teams such as Uptimi Annecy, Uptimi Paris, Uptimi Lyon, Uptimi Dijon, and Uptimi Marseille.
For now, we’ve kept the same user permissions.
However, we are in the process of assigning managers and executive assistants to each team (still by city).
Here’s how it breaks down:
• Level 1: Administrator or Solution Manager
These users have full visibility of all teams and can manage everything. This setup works perfectly.
• Level 2: Team Manager (per team)
These users, like Level 1, have full visibility and control but are restricted to members of their own team.
• Level 3: Our Sales Representatives
These are our current users, and their existing permissions remain functional.
What’s missing?
We’re missing Level 2 functionality. Certain users need to see everything that team members in their specific team are doing but without accessing data from other teams.
Concretely:
• We have one solution for managing internal personnel (like employees).
• We have another solution for enabling our users to work (creating clients, contracts, sales, etc.).
The administrative teams for each group (by city) need to be able to assist their members by having access to all the data within their team, without being able to view data from other teams.