Manage a User's Default Permission Sets

You can manage a user's default permission sets from the Users page. A user's default permission sets are the permission sets that a user will have when assigned to a new object. However, the permission sets can be changed when the access is being added.

To manage a user's default permission sets:

  1. In the object selector, select Global Admin.
  2. In the sidebar, select Users.

    Note: This can also be done from the General page for a company. To access the General page, select a company on the Companies page.

  3. On the Users page, select the Context menu for a user row, and then select Manage Defaults.
  4. In the Manage Defaults dialog box, for each Permission Type, select the default permission set you want a user to have when assigned to a new object.
  5. Select Save.

Last Published Monday, June 24, 2024