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Settings

The Application Configuration section allows administrators to manage access, roles, and workspaces in Crestone. From this panel, you can define who can use the platform, what they can do, and how data is organized across different teams or projects.

Below is a step-by-step guide to help you set up the essential components of your environment:

Create new Role​

Roles define what actions a user can perform in the system.

To create a new role:

1. Create Role​

Click on the "Create Role" button. chrome_et5i8vojnz

2. Naming​

Enter the name and description of the new role.

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3. Assigning permissions​

In the permissions section, select the functions you want the role to have.

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4. Done​

Click on "Create Role".

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And that's it! The role has been successfully created.

Create new User​

Users must be assigned to a role to access the platform.

Steps to create a User:

1. Create User​

Click on the "Create User" button. chrome_7e8zljvzjm

2. Fill out the form​

You will be taken to a form where you must fill in the empty fields with the new user's information. giff

3. Confirm the creation​

Click on "Create User". chrome_cfihu4kobb

And that's it! The user has been successfully created.

Create new Workspace​

Workspaces help organize jobs, connections, and destinations by project, department, or team.

Steps to create a Workspace:

1. Add New Workspace​

Click on the "Add New Workspace" button. Add New Workspace

2. Naming​

Add the name and description for the workspace.

Naming Workspace

3. Add new user​

Click on "Add new user", search for the user you previously created, and click on their name to add them to the workspace. Add new user

4. Save​

Click on "Save". Sava Workspace

And that's it! The workspace has been successfully created.