How to Create a Custom Permission Group?

Modified on: Fri, 17 May, 2024 at 9:26 AM



As an administrator, you can manage permission groups on behalf of your company. Permission groups are user categories which give your company users access to different areas of the platform and authorization to perform different tasks. 

As such, there are two standard permission groups: (1) User Administrator and (2) Regular Users. However, you can create a custom group and either allow or deny users assigned to it access to platform functionalities.


To create a custom permission group, do as follows:

1. Log into your account;

2. Click on the gear icon on the top right corner of the main page;

3. Then, click on "Permission Groups" on the drown-down menu;

4. Finally, click on "Create Permission Group;"

On the editing page, add the following details:

1. Name: the name of the permission group;

2. Comment: any comments you want to add about the permission group. This field is optional.

3. Editable Permissions: by ticking the boxes you can customize the permissions of the group. Note that by default all permissions are denied (Implicit Deny). If you wish to allow one of them, you must click on it once and set it to Allow. If you click on the box twice, then you deliberately deny authorization (Deny).

After you do so, click on "Continue." You will see the final overview page. If all data seems correct to you, click on "Create Permission Group."

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