Users and Permissions
Introduction
The Users and Permissions module is the central administration system for users, roles, access profiles and license management in CheckOp.
What is Users and Permissions?
It is the fundamental module that controls who can access CheckOp, what each user can do within the system, how they are organized into roles and profiles, and how available licenses are managed. It defines the permission structure for the entire organization.
Main use cases
For Large Companies
- Massive management of users by departments
- Granular roles with specific permissions
- Strict control of licenses by budget
For Service Companies
- Different profiles for technicians, supervisors and administrators
- Permissions based on work teams
- Access control to specific customers
For High Turnover Organizations
- Fast user registration and deregistration processes
- Predefined role templates
- Mass import from HR systems
Key functionalities
User Management
Description: Creating, editing, activating and deactivating user accounts Use Cases: Onboarding new personnel and managing organizational changes
Profiles and Roles
Description: Definition of permission sets grouped by role Use cases: Quick assignment of permissions according to employee's role
License Control
Description: Allocation and tracking of the use of available licenses Use cases: Cost optimization and paid access control
Authorized Devices
Description: Control of which mobile devices can access per user Use cases : Security in field teams with personal/corporate devices
Mass Import
Description: Upload multiple users through Excel files Use cases: Migration from other systems or massive incorporation
Integration with other modules
Work Teams
Initial configuration
To start using Users and Permissions, you need:
- Administrator account - Initial user with full permissions
- Available licenses - Active subscription with users included - Defined organizational structure - Clear roles and responsibilities
- Organizational structure defined - Clear roles and responsibilities
Typical workflow
- Planning: Define roles and necessary permissions
- Profiling: Configure permission sets
- User Creation: Register individual users
- Assignment: Associate users with profiles and licenses
- Monitoring: Monitor usage and adjust permissions