System – Users, Profiles and Access Rules

System – User Creation, Profiles and Access Rules

Purpose

This configuration defines how users access UNEEVO, which permissions they receive, and how security is applied across the entire environment.
By managing user accounts, access profiles, and security rules, administrators ensure:

Controlled and secure access to the platform
Consistent role-based operations
Proper governance across companies and modules

This setup is essential before granting system access to operational or administrative teams.

Access Path

Control Center → System → Access Profiles / Users / Security Configuration

Configuration Structure

UNEEVO divides access management into three complementary areas:

Area	Description	Purpose
Access Profiles	Defines roles and permissions.	Controls what users can view, edit, or manage.
Users	Stores user accounts and links to HR records.	Creates, edits, activates or deactivates users.
Security Configuration	Defines tenant-wide default rules.	Establishes admin profiles and default permissions.

These areas work together to enforce a secure and well-structured access model.

1. Access Profiles

Access Profiles define what each user can see and do inside UNEEVO.
They can be tailored for functions such as HR Administrator, Project Manager, etc.

Default Access Profiles

Profile Name	Description
Default Full Access User Profile	Grants unrestricted access to all modules. Typically used for general admin users.
System Administrator Profile	Highest-level profile for tenant administrators managing configurations and system security.

➕ Creating a New Access Profile

Click Add Access Profile.
Enter Name and Description.
Open each module/section (e.g., Contract, Allocation, Dashboard, Department).
Assign permissions:
- Read → view-only
- Full → create, edit, delete
Select allowed Companies (optional).
Click Save.

Profiles can be edited at any time as organizational needs evolve.

2. Users

The Users section manages the creation and maintenance of system user accounts.
Each user must be associated with an Access Profile and can optionally be linked to HR data.

Creating a New User

Click Add User.
Fill in the following:
- First Name, Last Name
- Display Name (presentation name in the system)
- E-mail (unique)
Optional links:
- Contract → connects account to the employee’s active contract
- Person → links to their HR profile
- Access Profile → defines permissions
Enable Send Password Setup Email to invite the user automatically.
Click Save.

Users update their password and personal settings at first login.

3. Security Configuration

This section defines global security rules that apply to the entire tenant, ensuring consistency and governance.

Field	Description
Tenant Admin Profile	Defines which profile has the highest-level access (usually System Administrator Profile).
Default User Profile	Sets which access profile is assigned automatically to all new users.

Administrators may adjust these defaults as the organizational structure changes.

Best Practices

Assign System Administrator Profile only to trusted technical administrators.
Ensure at least one active full-access profile exists for safety.
Use limited profiles (e.g., Project Access) for operational users.
Deactivate old or unused accounts regularly to maintain security compliance.
Review Access Profiles periodically to ensure they still match internal processes.