What are groups, roles and user types?

In Accounts, you can link groups, roles and user types to a user. 

• Groups
• Roles
• User Types

Groups

The group determines which clients, objects and units a user can see in Leviy.

Users in Leviy have access to certain clients, objects and units based on the group to which they are linked. A group represents a collection of clients and associated objects and/or units. This can be a selection, or the total of clients, objects and units, that fall under a certain organisation.

Roles

The role, along with the user type, determines what a user is allowed to do in Leviy.

Within Leviy it is possible, by means of a role, to determine which rights a user has. A role is really just a collection of permissions/rights.

User Types

The user type, along with the role, determines what a user is allowed to do in Leviy.

Important information
We are continuously adding more logic to user types. On this page you can find the latest information about the logic behind the user types.

To simplify user management we have introduced user types containing fixed logic. The different roles can cause a lot of complexity and ambiguity within an organisation. Together with new developments, these user types will also evolve and thus contain more and more logic that is consistent with daily practice. Over time, permissions will also be replaced by including them in logical user types.

Below you can find an overview of the current logic of the different user types:

View large version here