👥 Advanced User and Role Management for Partner Clients

Managing access and permissions based on specific needs
As a Code Contract partner managing environments for third parties, properly administering users and roles is essential to ensure secure and appropriate access for each client.

Why is advanced management important?

• Control who can perform specific actions within the client’s environment
• Ensure information security and privacy
• Enable effective collaboration within the client’s team

How to manage users and roles
Access the client’s space
From your partner dashboard, select the client environment you want to manage.

Add new users
Use the “Add user” option by entering their email address and basic details.

Assign roles and permissions
Define custom roles or use predefined ones (e.g., admin, standard user) to manage access levels.

Modify or remove users
Update user information or revoke access as needed to maintain control.

Best practices in user management

• Assign only the minimum necessary permissions for each role
• Keep the user list updated to avoid unauthorized access
• Document major changes in roles and permissions