docs
  1. SCAYLE Resource Center
  2. User Guide
  3. SETTINGS
  4. User & Roles

User & Roles

User Management is located in the Settings area. If you have the required rights, you can view the user list, create, edit, or delete new users and overview all roles and their hierarchies.

Edit your profile

Edit your own profile as follows:

  1. Click on your profile icon at the SCAYLE Panel’s top right and then on Edit Profile.
  2. Edit the fields as required. For example, Language, Mobile Number, or Enable MFA. To change your password select the Password tab.
  3. Once all edits are complete, click Save.

For more information, see User Profile View.

Manage Role Permissions

Change role permissions as follows:

  1. Access the role overview: Settings > User Management > Roles.
  2. Click on the role you wish to edit.
  3. Under Permissions expand the menu to view permissions associates with SCAYLE or add-ons.
  4. Find the respective permissions in the list (for example, API keys). Enable or disable the permission for the role using the toggle buttons.
  5. Under General you can enable or disable MFA for the role.
  6. Click Save.

Read more here: Manage Roles.

Role permissions: API Keys

User Management

The following sections are available within the user management:

  • Users
  • Roles
  • Role Levels

Users

You can find the users overview page at Settings > User Management > Users. All existing user accounts with your own role and roles on levels below are listed here. From this overview page, you can make changes to another status changes to other profiles or delete them.

If an account is not used for more than 90 days, the user is automatically deactivated and must be activated manually again by an administrator or Account Manager. The inactive user will receive a notification email before being deactivated.

For related details, see the sections on how to invite users or manage your account.

Roles

On the overview page for user roles at Settings > User Management > Roles, you can view and edit all user roles and the corresponding permissions.

For details, see Manage User Roles.

Role Levels

To view existing user roles go to the section Settings > User Management > Role Level. Here, you can see which role can manage the subordinate ones, as long as the respective permissions were assigned.

As an administrator, you can also add new role levels or change the hierarchy with drag and drop. Which rights you have is usually determined during the integration process or is later adapted for the project (for example, by an administrator or Account Manager).

Role Hierarchy

Each user role has its own rights and is based on a general hierarchy. This ensures that each user has exactly those permissions necessary for their work. For this purpose, a role level is assigned to each user role upon creation. If the corresponding rights are available, you can edit the roles on your own level as well as those below.

You cannot edit or view user roles above your own role level.

The user role hierarchy starts at 0, the highest level. This level is usually reserved for developers, among others. Further role levels are set below it, each with its own permissions.

Here an example of a typical hierarchy:

  • 0 developer
  • 1 Account Manager
  • 2 Administrator
  • 3 Country manager
  • 4 Product data manager
  • 5 Merchant

As a country manager, it would be possible to edit your own role and those of product data managers and merchants, provided you have the appropriate rights. Conversely, a product data manager would not be able to view or edit the role details of country managers, administrators, or even developers.

The role level does not indicate specific permissions. These are usually defined during the integration phase or adjusted later by administrators.

Assign and Edit Roles

Users acquire certain permissions with their role and can – at most – grant those same permissions when inviting new users to SCAYLE. For security reasons, they can only assign a role that is lower than their own. The lowest role level can, therefore, generally not invite new team members.

For more information, see Manage Roles.

Create a Role Level

You can create a new level on the role level overview. Since there is already a general hierarchy after the integration phase, you automatically create a level below the existing ones. It is also possible to move role levels to the different hierarchy levels using drag and drop. However, the rights concept should be based on a uniform logic and that moving roles directly affects the respective users’ work.

Invite User

See Invite User.