Designation & Permission Guide
Learn how to create designations and manage role-based access control (RBAC) in CA Cloud Desk. Build a structured, secure, and scalable permission system for your practice.
Overview
CA Cloud Desk follows a role-based access control (RBAC) system where permissions are granted designation-wise, not employee-wise. This ensures data control, operational efficiency, and compliance for CA firms.
Key Principle
Employees automatically inherit all permissions of their assigned designation. This simplifies management and ensures consistent access control across your organization.
Step 1: Review Existing Designations
Before creating a new designation, click on "View Designation" to check existing roles and their configurations.
| Field | Description |
|---|---|
| Designation Name | Display name of the role (e.g., "Senior CA", "Junior Accountant"). |
| Description | Brief explanation of the designation's purpose and responsibilities. |
| Permissions | Click "View" to see all assigned rights and access levels for this designation. |
| Employees | Click "View" to see all employees currently assigned to this designation. |
| Assign | Employee photographs reflect under the designation. Click "+" to assign employees to this role. |
| Actions | Edit or delete the designation as needed. |
Step 2: Create a New Designation
Click "Add Designation" to create a new role. Fill in the basic information to get started.
Required Fields
- Designation Name: Enter a clear, descriptive name for the role.
- Description: Provide context about the designation's purpose and scope.
Next Steps
- Click "Save" to proceed to permission configuration.
- Configure role-based permissions in the next step.
- Assign employees to the designation after setup.
Step 3: Assign Role-Based Permissions
Configure granular permissions for each designation. Permissions are organized into logical categories for easy management.
Step 4: Assign Employees
After configuring permissions, assign employees to the designation. Employees will automatically inherit all permissions of their assigned designation.
Assignment Process
- Go back to the Designation list
- Click "Assign" next to the designation
- Use the "+" icon to add employees
- Employee photographs will display under the designation
Automatic Inheritance
- Employees automatically inherit all permissions
- No need to configure permissions per employee
- Changes to designation permissions apply to all assigned employees
- Simplifies access control management
Best Practice
Create designations that reflect your organizational structure (e.g., "Senior CA", "Junior Accountant", "Admin Staff"). This makes permission management intuitive and scalable as your practice grows.
Video Tutorial
Watch this comprehensive video tutorial to understand the complete process of creating designations and managing role-based permissions in CA Cloud Desk.
Screenshots
Add screenshots for this guide (e.g., designation list, add designation form, permission matrix, assign employee modal) to improve clarity.