Identity & Access
Users, roles, permissions, and tenant security.
Identity & Access
Users, roles, permissions, and tenant security.
Overview
This guide covers identity & access workflows in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting.
User directory
Configure User directory according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.
Role design
Configure Role design according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.
Permission matrix
Configure Permission matrix according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.
Security policies
Configure Security policies according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.
Troubleshooting
| Issue | Resolution |
|---|---|
| Missing menu item | Verify module is enabled and role permissions are assigned |
| Validation error | Check required master data and fiscal period status |
| Integration failure | Review API credentials and endpoint version |
Related guides
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