Skip to main content

Adjusting a Users Permissions

This guide explains how to update user permissions within the platform to ensure appropriate access control, maintain data security, and comply with internal policies.

Start by navigating to the ‘Admin’ area on your main menu.

Now you will need to navigate to ‘User Permissions’ in your sub-menu.

Here you are able to select individual users and update their permissions or select multiple users and update their actions together.

Start by selecting either the ‘Single’ or ‘Multiple’ user option.

Once you have select either of those then chose the user(s) from the drop down list below.

Once you have selected the user(s) from the list click ‘Next’ on your right hand side.

Now you will be presented with the different areas of the system on the menu drop down. Select the areas that you would like the user to have access to from this list.

Once you have checked the permissions are correct for this user select ‘Next’. Depending on their user role you may have to select which departments you would like this user to view.

Once the departments have been determined, select ‘Next’. Review your changes and select ‘Save’. The permissions you have chosen will now reflect for the user(s).

Did this answer your question?