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Add Permissions to User Accounts

Administrative users in Portal have the ability to add or remove permissions from other users within their database. Editing permissions starts in the Contact Management tab, accessible from the left sidebar. Hover over 'Contacts' and select 'Management' to access.

Search or scroll to find your desired user, then double-click on their name to access their Contact Profile.

Once in their profile, go to the Users Permissions tab. in the middle of the page. Select '+Add/Edit' to add or change permissions.

When finished, select 'Save'.

Hover over tool tips to learn more about individual permissions. For any questions on customizing access, please reach out to Support.

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