Setting Up Access permissions based on the hierarchical structure

In today’s complex organizational structures, managing access to data and processes is crucial for maintaining security, ensuring accountability, and streamlining operations. Axonator, a leading no-code rapid application development platform, offers robust features to set up access permissions based on your company’s hierarchical structure. This article will guide you through the process of implementing a hierarchical permission system in Axonator, ensuring that each stakeholder has the appropriate level of access to data and functionalities.

1. Identifying Stakeholders and Reporting Structure

The first step in setting up a hierarchical permission system is to clearly identify the different stakeholders in your organization and their reporting structure. A typical hierarchy might look like this:

Field Workers → Supervisor → Location Manager → Regional Manager → Director of Operations

It’s crucial to map out this structure accurately, as it will form the foundation of your permission system. Consider creating a visual representation of your organizational hierarchy to ensure all levels and reporting lines are correctly identified.

2. Defining Permission Levels

Once you have your organizational structure mapped out, the next step is to define what permissions should be granted at each level. Here’s an example of how permissions might be allocated:

• Field Workers:
  • Access to assigned locations only
  • Ability to submit data
  • No access to submitted data on the web interface
• Supervisors:
  • Access to multiple assigned locations
  • Ability to view and edit data for their assigned locations
  • Limited reporting capabilities for their areas of responsibility
• Location Managers:
  • Full access to data for their specific location
  • Ability to generate reports for their location
  • Permission to manage users at their location
• Regional Managers:
  • Access to all locations within their region
  • Comprehensive reporting capabilities for their region
  • User management permissions for their entire region
• Director of Operations:
  • Full access to all data across all regions and locations
  • Unrestricted reporting capabilities
  • Highest level of user management permissions

Remember, these are examples, and you should tailor the permissions to fit your organization’s specific needs and security requirements.