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Update permissions for a user

Decide what a user has access to on Essentials website and mobile app

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Written by Leanne Munt
Updated over a week ago

When a user is invited to join Essentials the administrator will select a role which has permissions associated to it. Admin can manage permissions by adding and removing permissions or changing the role the user has within the database

There are two ways to manage a user's permissions

  • Click on the user's name and select Manage Permissions from the main menu

  • Right click on the person's name and select Manage Permissions

The user's role and permissions will be displayed.​

Either the user's role can be changed or permissions in their existing role be added and removed.

  • To change the user's role, select the drop-down list under role and select the new role and permissions. New permissions will be displayed. The permissions can then be modified to be allowed or disallowed.

  • To change existing permissions from disallowed to allowed and visa versa, click on the permission and it will be moved to the other column. e.g if a user has a general role and they need to be able to edit horse details, click on the permission Horse -edit under disallowed and the permission will be moved to allowed


  • Continue to click on all permissions that need to be moved and select Update permissions to save the changes.


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