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, 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, select User Administration, and then select Groups. The Groups log opens.
  3. Select a group, and select Open. The Groups window opens.
  4. Select the Permissions tab.

    You may select the plus sign next to a module to expand the options. Scroll up or down, as needed.

  5. Select a module in the upper portion of the window, and choose the Permission level for that module in the lower portion.
  6. Select OK to save.

To copy permissions from a template:

  1. In the Permissions tab, select Copy Permissions.
  2. Select the template, and select OK.

    All permissions settings in the user record will be overwritten and replaced with the permission settings from the template.


Last Published Monday, October 13, 2025