Access policies allow the client to create specific access level for the account users: event planner, on-site user, and time-based access. Discover in this article the different access types and access policies and how to set them up.
Section I - The different access types
1-Event planner:
This is the type of access for users that should have access to the administrative area of Eventtia and Eventtia's On Site app, according to their assigned roles.
To give this access type to a user, follow the steps below:
Step 1: Creating a user: First, you need to create a user. For that, click on your Profile icon on the top right, and go to Users.
In the user management page that appears, if this is the first time you create a new user for your account, click on No users found, click here to create a new one.
If you already have some users in your account but need to create another one, click on Actions then New.
Then, you'll have to add the information of the new user, as below. Click on Create user to save the user.
Step 2: Creating role and assigning the Access type to the user
Once the user is created, you can go to the Roles tab, and there, click on Actions then New to create a new role.
You can follow the steps in this article to create new role.
Once the role is created and assigned to the user, you will have the option to select the access type. Make sure to select Event planner as the access type. Hit the Update button to save the change.
2- On-site User:
You can follow the steps as above and instead of selecting Event planner as Access type, select On-site User.
Users with this access can only work within the Eventtia On Site App.
NB: This access type does not require a password. The user can log in to the On Site app using only the email address used, and an access token will be sent to this address and will be asked by the app for the user to log in.
Section II - Access policies
Once the user is created, a new tab called "Access Policy" is automatically added, where you can create the two different access policies available.
1-Time-based access policy:
This access policy allows you to create a timeframe within which if the users are not active, they will be automatically deactivated or deleted from your account.
To create one, enter the Access Policy tab and click on Create new or Actions then New.
In the following page, make sure to select Time based as Access Policy type. Then, set the start date and end date between which the access policy applies. In the Action field, select either Inactive user or Delete user. Once everything is ok, check the box for Active, if not yet, then click on Create Access Policy to save the policy.
Inactive user means that, at the end date selected, the user will be automatically deactivated. Delete user is the option to directly remove the user from the account after the end date of the access policy.
2-Activity-based access policy:
This access policy is based on the number of days after the last activity of the users.
To create one, select Activity-based policy in the Access policy type.
Then set the Max time inactivity (number of days) and select the Action for the user : deactivate it or delete it (Inactive user or Delete user as in the Time-Based access policy above).
As an example, if you set the Max time inactivity at 5, this means that the user will be deactivated or deleted from your account after 5 days without logging in.
NOTE: It is allowed to create multiple policies per user, either "Time-Based" or "Activity-Based"; however, only one active policy will be allowed.