How to Assign Permissions

Prerequisites

• A role must exist (Learn How to Create a Role)

Steps to Follow

1. Access the Roles Page (People Management Menu)

To access this page, click People Management > Roles in the side menu.

2. Click the Actions Group Icon (⋮) on the Desired Record

Within the Roles page, click the actions group icon (⋮) on the row of the role you want to manage.

3. Click the Permissions Option

After clicking the actions group icon (⋮), click Permissions.

4. Assign the Permissions

Within the Permissions page, locate the permissions you want to assign and enable them as needed.