Overview
This article provides guidance on how user roles are managed when navigating between different divisions and contacts within a system. It explains the behaviour of user roles when using the division switcher versus the contact switcher and offers recommendations for ensuring the correct settings are displayed.
Scenario
Consider a user who has more than one contact in the Catchpoint portal:
Client level: Observer access
Division level: Admin access for a specific division
When this user logs in, they land on the client level and are assigned observer access. The behaviour of their user role changes depending on whether they use the division switcher or the contact switcher.
Division Switcher
When the user uses the division switcher to navigate to another division, their current role[Client Observer] is carried forward to all the divisions including the one where they are admin.
Contact Switcher
On the other hand, if the user uses the contact switcher, their role should also switch accordingly.
In this case when the contact switcher is used the user role is also switched from Client Observer to Division Admin(Of that specific division). This ensures that the user sees the appropriate settings and options based on their new role.
Recommendation
To ensure that users see the correct settings and options, it is recommended to use the contact switcher rather than the division switcher. This will allow the user's role to switch appropriately and display the expected behaviour.