How to Assign Permissions to Teammates Within Your Organization
Published: March 11, 2024
Last updated: March 11, 2024
To assign permission groups and or individual permissions to teammates follow these four easy steps:
Step 1:
Org Menu>Teammates
Step 2: You will see a list of existing teammates here, click on the teammate you would like to give a permission group to:
Step 3:Select 'Permission Groups' to see which permission group they have been assigned. (Note: you can also select : permissions, to see permissions at a granular/specific level)
Step 4: Here, you can toggle/on off permission groups to assign permissions in bulk to this teammate. You can also click on 'permissions' next to 'permission group' to assign specific permissions to this teammate as well.
Step 1:
Org Menu>Teammates
Step 2: You will see a list of existing teammates here, click on the teammate you would like to give a permission group to:
Step 3:Select 'Permission Groups' to see which permission group they have been assigned. (Note: you can also select : permissions, to see permissions at a granular/specific level)
Step 4: Here, you can toggle/on off permission groups to assign permissions in bulk to this teammate. You can also click on 'permissions' next to 'permission group' to assign specific permissions to this teammate as well.
Bethany Ayer