How to Assign a User to a Permission Group?

Modified on: Mon, 9 Sep, 2024 at 11:14 AM

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Overview


As an administrator, you can manage permission groups with different sets of authorizations for your company users. To either grant or deny the authorizations of a particular group to a company user, you must assign that user to that group.


Instructions


To assign a company user to a permission group, do as follows:


A. From the User Management Page:


1. Log into your account;


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


3. Then, click on "User Management" in the drop-down menu;


4. Now, on the user table, find the user you want to assign to a permission group and click on "Details;"


5. Click on "Edit Assignment to Permission Group" in the "Assigned Permission Groups" tile;


6. On the left side, tick the box of the permission group to which you'd like to assign the user;


7. Click on "Continue;"



8. Finally, after review the changes, click on "Save Changes."


B. From the Permission Groups Management Page:


1. Log into your account;


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


3. Then, select "Permission Groups" from the drop-down menu;



4. Now, click on "Details" in the tile of the relevant permission group;



5. Scroll down and use the search box to find the user you wish to assign to the group;


6. Select up to ten users;


7. Finally, click on "Assign Users;"



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