Explore GreatWork User Management for account records, role reviews, access approvals, and staff changes. Plan permissions around current responsibilities.
Make access decisions understandable by connecting each user to a role, a responsible owner, and a genuine work need. Explore User Management with examples of a new starter, a role change, and a departure. Use the walkthrough to discuss account records, approvals, and the reviews needed as people move between teams or responsibilities.
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Where User Management fits
List the work each role must perform and the information it needs to see. Agree who requests access, who approves it, and who verifies the resulting configuration. Plan separate reviews for temporary access, sensitive records, and changes in responsibilities. Examine the available controls with representative user scenarios. Confirm identity-provider setup, permission scope, and account-removal behavior with your administrator, then establish a practical review routine so access remains aligned with current duties and unresolved requests have a named owner.
Practical workflows to discuss
- Prepare an access request for a new service coordinator’s role.
- Review permissions when a staff member moves to another department.
- Plan an account-departure checklist with clear completion responsibility.
Plan your setup
- Who approves access to each module and sensitive record category?
- How will temporary access be reviewed and removed when unnecessary?
- What checks confirm that a role change was applied correctly?
Explore User Management
Review this module in the GreatWork.ai live catalogue and discuss the records, reporting and configuration your team needs.
Related modules
Business suites: Security & Administration.
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