BuildingMinds
Knowledge BaseAuthorizationGetting started

Getting started

Start managing platform authorization in the BuildingMinds Platform by following these steps:

Step 1: Understand Role-based access control

It simplifies user access by bundling permissions into roles, which are then assigned to users or groups.

  • Permissions overview:
    Permissions include actions like Read-only, Edit, Create, and Delete for resources such as sites and dashboards. Privileges are grouped into predefined sets (e.g., Read/Edit/Create/Delete).

  • Feature permissions:
    Feature permissions allow administrators to fine-tune what features a user can access within a role, ensuring secure and efficient platform interaction.

Step 2: Define a Role concept

Before creating roles, establish a role concept tailored to your organization’s needs:

  1. List users: Identify all users requiring platform access.

  2. Map access needs: Determine which users need access to which objects (sites or dashboards).

  3. Assign privileges: Choose privilege levels—None, Read-only, Read/Edit, Read/Edit/Create, or Read/Edit/Create/Delete.

  4. Combine permissions: Group similar permissions into roles for easier management.

Example: A workspace manager might have full permissions for workspaces but only Read permissions for Carbon emissions dashboards.

Step 3: Set up Authorization

Follow these steps to configure roles and permissions:

  1. Define your role concept.

  2. Create roles and combine permissions as per your concept.

  3. Add users and guide them through the sign-up process.

  4. Assign roles to users to activate their platform access.

  5. Customize Feature permissions by navigating to the Roles menu, selecting a role, and configuring specific permissions under the Feature permissions tab.

Step 4: Assign and adjust permissions

Ensure that roles remain relevant by periodically reviewing and adjusting permissions as organizational needs evolve.

Learn More

For in-depth steps and examples, explore these articles: