Security and Permissions

Understanding Cubu security.

Organization Members

Only organization members are permitted to access the organization's resources.

There are two ways to become an organization member:

1. The user has created the organization (i.e., the user is the organization owner).

2. The user was invited to join the organization by the owner or by a user in the User Admin role.

A Cubu user may belong to multiple organizations.

User Permissions

Access to various tools and resources within the organization requires specific permissions.

These permissions are granted by assigning users one of Cubu's predefined roles.

To streamline permission management, roles are not directly assigned to individual users. Instead, you create groups, assign roles to these groups, and then add users as members to these groups.

Users inherit the roles of all the groups they belong to.

Groups and Roles

A default set of groups is automatically generated for your organization. You can modify these groups or create new ones using the Organization Settings tool.

Agent Permissions

Processing cases using agent tools (i.e.., Agent Console, Calendar) requires additional permissions:

• Accessing cases in inboxes using the Agent Console requires access to the Unit and Inbox.

• Accessing calendars and appointments requires access to the calendar's parent Unit and Service.

See the Access Control section for more information.

See Also

⚒️Managing Users & Invitations⚒️Managing GroupsAccess Control📚Built-in Roles