Edit Group Permissions (Permissions Tab)

The permissions assigned here will be applied to all members of the group. Users within the group inherit permissions from the group. If a user is in more than one group, then the highest level of permissions granted in any group for a module will prevail.

To assign permissions:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click User Administration > Groups. The Groups log opens.
  3. Select a group and click Open. The Groups window opens.
  4. Click the Permissions tab.
  5. You may click the plus sign next to a module to expand the options. Scroll up or down, as needed.
  6. Select a module in the upper portion of the window. Choose the Permission level for that module in the lower portion.
  7. Click OK to save.

To copy permissions from a template:

  1. In the Permissions tab, click the Copy Permissions button.
  2. Select the template and click OK. All permissions settings in the user record will be overwritten and replaced with the permission settings from the template.

Last Published Tuesday, June 4, 2024