Overview
When setting up and managing roles, it’s important to follow best practices to ensure that users have the appropriate permissions while minimizing the risk of unauthorized access.
Best Practices for Role Management
Minimize permissions: Always grant the least amount of permissions necessary for the user to complete their tasks.
Avoid giving View Locations and View Location Groups permissions unless absolutely necessary. These permissions grant broad access and should be used sparingly.
Regularly audit roles: Review your roles and permissions periodically to ensure they still align with the current needs of your team.
Document custom roles: Keep a record of custom roles and the permissions assigned to them. This will help you manage and adjust them as needed.
Conclusion
Managing roles and permissions is crucial for maintaining security, efficiency, and control within Mobaro. By carefully assigning and reviewing permissions, especially for powerful permissions like View Locations or View Location Groups, you can ensure that your team has the appropriate access while protecting sensitive data.