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Departments, authorizations, and staff

Introduction​

This module covers the Departments, Authorizations, and Staff entries in the administrator sidebar. Sound staff organization ensures efficient and secure operations.

Authorizations (rights)​

Authorizations define which actions a role or department may perform on the platform. Before assigning staff, configure permission sets that align with your processes (audit, finance, support).

Departments​

What is a department?​

A department is a work group within the Genkibo team. Each department can have specific permissions, limiting members’ access to certain areas of the platform.

Department examples:

  • Audit department: manages company and project audits
  • Finance department: manages payments and cashflow
  • Support department: manages chat and user assistance
  • Technical department: manages platform configuration

Managing departments​

Accessing department management​

  1. In the admin menu, go to "Departments".
  2. The list of existing departments is displayed.

Creating a department​

  1. Click "New department".
  2. Enter:
    • Department name
    • Description (optional)
  3. Click "Create".

Editing a department​

  1. Click the department to edit.
  2. Click "Edit".
  3. Update the information.
  4. Click "Save".

Deleting a department​

  1. Select the department.
  2. Click "Delete".
  3. Confirm deletion.

Warning: Deleting a department removes all members’ assignment to it. Reassign them to other departments before proceeding.

Authorizations by department​

What are authorizations?​

Authorizations define what members of a department can do on the platform. This is Genkibo’s access control system (RBAC).

Configuring a department’s authorizations​

  1. Go to "Authorizations".
  2. Select the department to configure.
  3. Click "Edit authorizations".
  4. For each available permission, enable or disable access.
  5. Click "Save".

Available permissions​

Permissions cover the main areas of the platform:

  • Manage companies
  • Manage investments
  • Validate offers
  • Perform audits
  • Manage subscriptions
  • Manage staff
  • Access cashflow
  • Manage refunds
  • Configure the platform
  • etc.

Managing staff (admins)​

Accessing staff management​

  1. In the admin menu, go to "Staff" or "Admins".
  2. The list of all administrators is displayed.

Creating a new admin​

  1. Click "New admin" or "Create administrator".
  2. Complete the form:
FieldDescription
First nameAdmin’s first name
Last nameAdmin’s last name
EmailWork email (used for sign-in)
PasswordInitial password (the admin can change it later)
DepartmentAssign the admin to a department
RolePermission level
  1. Click "Create administrator".

Editing an admin​

  1. In the list, click the admin to edit.
  2. Click "Edit".
  3. Update the information (department, role, etc.).
  4. Click "Save".

Deleting an admin​

  1. Select the admin.
  2. Click "Delete".
  3. Confirm deletion.

Warning: Deleting an admin is irreversible. Past actions remain in the logs, but the user can no longer sign in.

Administrators can generate affiliation links to track registrations attributed to them.

  1. Go to "Affiliation link" in your admin profile.
  2. Click "Generate link" or "Create affiliation link".
  3. The unique link is created and displayed.
  4. Share this link to track registrations.

Viewing permissions​

  1. Go to "Permissions" in the admin menu.
  2. The list of all permissions available on the platform is displayed.
  3. Use this view to understand the scope of configurable rights.

Previous : Module 1 — Dashboard
Next : Module 3 — Investment management