Popdock’s security features ensure users have access only to the data they need. An administrator is the only role with authority to add users to the Popdock account. The administrator has the ability to create teams, invite users, assign teams, and assign roles. To protect your data, you can assign a team or each individual user access to specific connectors and lists at the administrator’s discretion. This is an overview of these security options for your account.
To navigate to Popdock Security, select the ≡ menu on the upper left corner of the Popdock home page and then select Security.
Teams
A team is a group of users with the same permissions to access connectors, lists, details, and actions. For example, you can have an accounting department that has access to accounting data. Then have a sales department that has access to sales data and cannot access the accounting data.
To Create a Team
1. From the Popdock Security Page, select Teams in the left Settings menu.
2. Select Add Team in the upper right corner of the page.
3. Give your team a Name and then select Add.
4. Once the team is created, select the Edit icon.
5. Select the Connector(s) you would like to add to the team.
6. Select which Roles, Companies, Lists, Actions, Details, and List actions this team needs access to from within this connector.
Roles
The Roles in Popdock are pre-defined and control the activities users are allowed to take. There are two areas that roles can be assigned: general security roles and connector roles. Security roles grant users permissions to areas that are not connector specific. Things like schedules, endpoints, and widgets. Connector roles define what actions a user can take within a connector.
To Create a Role
1. From the Popdock Security Page, select Roles under the Security section.
2. Select Click here to add a role.
3. Select the roles you want to assign to your user or team.
4. Under the Connector section, select the connector you want to assign roles to.
5. Select the Roles tab and then select Click here to add a role.
6. Select the roles you want to assign at the connector level.
7. Select Lists, Actions, Details, and List actions to assign to the team or user. If your connector has multiple companies, you will see a Companies tab too.
Users
Users are individuals with a named account in the Popdock web app that can consume data from lists that you have created for each connector. You can find instructions on how to send the invitations in the following Knowledge Base article: How to invite a user to be added to your Popdock account. You can send an invitation to one or more users and assign them to a team. Additionally, you can assign a user to multiple teams. You can also assign each user to specific connectors, lists, details, and actions like in Steps 1-6 under Teams.
Questions about Popdock Security? Email support@eonesolutions.com.