Edit User Permissions (Permissions Tab)

This procedure lets you grant or remove specific user permissions. This is useful if a user needs special permissions that are not likely to be repeated with other users, or the user is not part of a group. You can also specify permissions for groups (if you add the user to the group, the user will automatically inherit all group permissions) or control permissions through Access Control.

To edit a user's permission settings:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select User Administration.
  3. Depending on the type of user, select either Company Users or Partner Users.
  4. In the Users log, select a user and click Open.
  5. In the Edit User window, select the Permissions tab.
  6. Click a plus sign to expand the choices, and scroll up or down as needed.
  7. Select the Permission module in which to grant permissions. Choose the Permission level in the bottom window.
  8. 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 Wednesday, July 2, 2025