Permissions Overview
The Permissions feature enables portal Admin to give individual Users and/or Roles granular administrative Permissions. Permissions provides the ability to control who can view, add, edit, or delete information within portal features.
In this article:
Assign a Role to an Individual User
User Options > Admin Center > Users & Roles > Users > "User"
1. Click on User Options.
2. Select Admin Center from the drop-down menu.
3. Select Users & Roles in the left-hand menu.
4. Click the Users tab.
5. Click the Edit user icon to the right of the User to edit.
Permissions can also be modified at User creation.
6. Scroll down to Roles.
7. Search for and/or select Roles for the User.
Click in the "Select roles for this user" data field for a list of available roles.
8. Select Save Changes in the lower right-hand corner.
Users can also be managed in Admin Plus.
User Options > Admin Plus > Users > "User"
1. Click on User Options.
2. Select Admin Plus from the drop-down menu.
3. Scroll down to Users.
4. Select Users.
5. Click on the specific User.
6. Scroll down to Permissions.
7. Navigate to Roles.
8. Select the Role from Available Roles.
9. Click the right-facing arrow to move the selection to Chosen roles.
10. Click Save in the lower right-hand corner.
Add or Remove General Permissions
User Options > Admin Center > Users & Roles > Users > "User"
1. Click on User Options.
2. Select Admin Center from the drop-down menu.
3. Select Users & Roles in the left-hand menu.
4. Click the Users tab.
5. Click the Edit user icon to the right of the User to edit.
Permissions can also be modified at User creation.
6. Scroll down to Permissions.
7. Select + Add Permissions to add a new permission.
8. Search for and/or select a permission.
9. Click Add.
10. Confirm Permission.
11. Click Save in the lower right-hand corner.
Selecting Remove will immediately remove the permission. There is no additional dialogue selection.
Users can also be managed in Admin Plus.
User Options > Admin Plus > Users > "User"
1. Click on User Options.
2. Select Admin Plus from the drop-down menu.
3. Scroll down to Users.
4. Select Users.
5. Select the specific User.
6. Scroll down to Permissions.
7. Go to User permissions.
8. Select Permissions in Available user permissions to grant Permissions to the user.
9. Click the right-facing arrow to move the selected Permissions to Chosen user permissions.
10. Click Save in the lower right-hand corner.
Comments
0 comments
Please sign in to leave a comment.