Learn how to add or remove permissions to/from previously created roles.
Table of Contents
1. Introduction
Permission and Role management are key to making sure that your users have all the relevant access to complete their tasks in the application. Adding permissions to a role will provide additional access in the platform to users who are assigned that role, while removing permissions will restrict their access. Permissions can be added or removed to a role from the Organization Settings - User Role View.
Having an account with admin role is typically required to access and work in the User Roles View. If you need additional permission, contact your administrator.
2. Step-by-Step Guidance
To edit the permissions associated to a role:
- Go to the Organization Settings and select the User Roles
- Click on the role you want to edit. An edit window will pop up, allowing you to view permissions currently granted to that role (highlighted in grey), edit the permissions and modify the role title if relevant.
Note: Changing the title of the role will not affect the users previously assigned that role - Edit the permissions as desired:
- To remove a permission, delete the correspondent tag by clicking on the 'x' button.
- To add a permission, use the drop down list in the 'Permission' field - Click Save when finished editing, or close the window to discard changes
⚠️ Be aware that removing permissions from your own role will limit your access to the platform.
💡 Users may need to refresh their browser or log in again to gain access to updated permissions.
💡 To learn more about the access associated to each permissions, see Permission Management
3. Further Reading
Organization Settings - User View
Organization Settings - User Role View