Permissions enable and/or restrict users from performing specific actions on the portal. This determines what users within the group can and cannot do.
Adding & Editing Groups Permissions
Permissions are set at the group level. From the Group & User Administration page, select the group which you wish to add Permissions to until it is highlighted in blue. Then press Edit at the top. In this example, we are adding Permissions to New Group.
The group editor page will display. Select Edit next to Permissions to open the Permissions editor page.
The Permissions editor page will display. To add a new Permission, click on New and select Permission from the drop-down.
A new “Select Permission” box will display. Click on the down arrow to select the Permission you wish to add. View all the Permission definitions here.
In the below example, we have chosen the Edit Users permission. You’ll note that several options show next to the Edit Users Permission box.
The first box tells you which Permission you are assigning to the group.
The second box tells you which account you are adding the Permission to. Click on the magnifying glass to view and select any available sub-accounts. In this example, it’s J&F Manuals.
The third box named Optionally Select a Group allows you to limit which group the Permission applies to. Click on the magnifying glass to make a selection. If no group is chosen, the Permission will apply to all groups within the account.
The final box depends on if a group has been selected or not.
- If no group has been selected This Account Only will display. This means that the Permission will only be applied to that specific account. To allow the administrator to make edits to any sub-accounts, click on the down arrow and select Include Sub-Accounts.
- If a group has been selected This Group Only will display. This means that the Permission will only be applied to that specific group. To allow the administrator to make edits to any sub-accounts, click on the down arrow and select Include Sub-Groups.
To completely remove the Permission, click on the bin icon at the end of the Permission line.
Once configured click on Save at the top to confirm the changes.