User Roles and Permission
How to change Profile Password?
This document provides a step-by-step guide on how to change your profile password in the Dyrect portal. The profile password is a key security feature that ensures only authorized users can access their accounts and the functionalities of the Dyrect ...
How to create a Business Hierarchy?
Business hierarchy refers to the way roles and positions are arranged in a company. It shows who reports to whom and how communication and responsibilities flow. In Dyrect's back office, you can set up and manage this hierarchy, giving access and ...
How to add Sub-Account?
Sub-accounts are created to assign access responsibilities to specific individuals. Clients can choose the role(s) and grant the sub-account holder access to multiple screens based on those roles. Step-by-Step Guide to Create a Sub-Account 1. ...
How to assign Role Based Permissions?
Role-based permissions are set up to control access to certain screens or features within a system. Sub-account holders with specific roles will have access to the screens assigned to their role. Steps-by-step Guide to Assign Role-based Permissions ...