Overview
The User Management feature in Govin allows you to control who has access to your platform and what they can do. This is managed through three interconnected components:
Users - Individual team members with platform access
Roles - Permission templates that define what users can do
Groups - Collections of users organized for easier permission management
Adding New Users
To add new users to your Govin platform, please contact your Govin contact person. They will assist you with:
Creating new user accounts
Setting up initial access credentials
Configuring appropriate permissions
Once new users have been added to the system, you can then assign them roles and add them to groups as needed.
Understanding the Relationship Between Users, Roles & Groups
How They Work Together:
Roles define permissions - what actions can be performed
Users are individual team members who need access
Groups organize users and can have roles assigned to them
Two Ways to Grant Access:
Option 1: Direct Role Assignment
Assign a role directly to an individual user
Best for: Users with unique permission needs
Option 2: Group-Based Access
Add users to a group
Assign roles to the group
All group members inherit those permissions
Best for: Teams or departments with similar access needs
Example Workflow:
Let's say you have a Corporate Clients team that needs access to certain features:
Create a group called "LOB: Corporate Clients"
Assign the "Account Manager - drafter" role to the group
Add team members to the group
All members automatically get the permissions from that role
When someone new joins the team, simply add them to the group - no need to manually configure their individual permissions.
Benefits of Using Groups:
Easier to manage permissions for teams
Consistent access across team members
Simpler onboarding for new users
Reduces administrative overhead