Introduction
The User Types section in Administration helps define what users see in their Easy8 interface. It is different from user roles, which define what users can do. While both user type and user role work together, they are separate settings. This article explains how user types are managed and used.
Target Audience
- Administrator
Understanding User Types in Administration
Definition
A user type defines the layout and visibility of elements in the user interface. It controls:
- What is visible in the left menu and top bar
- The default dashboard template
- The default role assigned to users with that type
User types help customize the application for different user needs like project managers, team members, sales reps, or helpdesk operators.
A user role, on the other hand, defines permissions — what users can do. Assigning a user type does not replace roles but complements them.
How It Works
Viewing the User Type List
When opening the User Types section, the administrator sees a list of all user types. Each row shows:
- Name of the user type
- Description
- Actions to copy or delete the type
This gives a quick overview of the types available, such as C-Level Manager, Project Manager, Helpdesk Operator, and CRM roles.
Editing or Creating a User Type
Clicking an existing type or the New user type button opens a configuration page. It includes:
- Name and Description
- Whether the type is default or internal
- Display options like Show in calendar or Partner
- Default dashboard template
- Default role – if set, this role is automatically assigned when the user type is used
The administrator can also configure:
- Items in the left menu and top bar
- Links in a custom menu
- Visibility rules – who sees this type and who this type can see
- SLA visibility and personal contact types
This detailed configuration ensures users of the same type have a consistent and relevant interface experience.
Smart Role Assignment
User types can include a default role. This means once an administrator assigns a user type to a person, the role is automatically applied. It reduces manual steps and ensures permissions match the user’s view.
Conclusion
The User Types section defines what users see in the Easy8 interface. It helps tailor the experience based on the user’s function. When paired with user roles, it offers powerful control over both access and usability. Administrators can streamline onboarding and keep user views consistent using predefined types.
