Permissions tab

You can manage individual user or group permissions in the Permissions tab, which is part of the Properties window for the user or group record. Use the Permissions tab to quickly view or adjust permission settings for a particular user or group.

The Permissions tab also enables access to permission templates. You can copy a permission template to quickly set up the permissions for a new user or group; you can also save an existing user or group’s permission settings as a new template for later use.

See Edit user permissions (Permissions tab) or Edit group permissions (Permissions tab).



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Last Published Friday, April 9, 2021