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User permissions are set while creating the user account (see “Adding new users” above). However, an Admin can make changes to these settings as needed.

To update the permissions for a user, click on Members on the left side menu.

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For the user in question, select the additional options menu under actions, then click view.

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Then click Settings > General

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The available permissions for the user will be found under the Permission setting. Use the checkboxes to dd the permission(s) the user should have.

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The possible permissions are the following:

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Please note that some permissions may not be visible or available depending on your unique company setup and your own user role. For example, a Group Admin cannot make any account a Company Admin.

To update the permissions for a user, click on Members on the left side menu.

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For the user in question, select the additional options menu under actions, then click view.

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Then click Settings > General

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The available permissions for the user will be found under the Permission setting. Use the checkboxes to dd the permission(s) the user should have.

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Once a user’s permissions have been updated, click Save at the top of the page.

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