User Roles, Groups and Access Levels
- Alex Morrisson
- Shonal Singh
BUZ Software allows organizations to organize users into User Groups, making it easier to manage roles, permissions, and access levels. Each User Group consists of three key components:
User Group Name – A label that categorizes the group of users (e.g. Administrators, Sales Reps, Installers, Office Users).
Role / License Type – Also referred to as the User Role or License Type, this determines what areas of BUZ the group can access.
Access Level – Optional restrictions applied within the assigned role to fine-tune what each user can see or do.
What’s the Difference Between Group, Role, and Access Level?
Term | Description |
|---|---|
User Group | A way to categorize users based on their role in your organization (e.g. Sales Team, Admin Team). |
User Role / License Type | Defines the base permissions for the group. For example, an Administrator role has access to all modules, while a Sales Representative is limited to leads and quoting. |
Access Level | Used to further restrict what a user can do within their role. For example, an office user needing access to Job Tracking may require an Admin license with limited permissions, since the Sales Rep license doesn't include that feature. |