Choose the level of access in which each User will have on the platform.
Permissions are useful when you have external agencies or partners who need to view or control a part of your platform, with out having full access. There are many different permissions that you can grant your User. You can set key permissions or operation permission bundles.
How can I create a permissions profile?
Click on your company logo in the top left corner of the platform.
In the Company level menu to the left, click on Users > Permissions.
Next, click on + Add Profile in the top left corner.
Type your Profile name and press the blue Create button.
Next, click on the blue button to the right of the profile in which you have just created.
Click on the Edit button in the top right corner of the platform.
Now you can edit the name and description, while also being able to add permissions to the profile.
Key for permission
To choose a key permission, click on the drop down bar and select a permission.
Then once the permission has been selected, click + Add Permission
Press End in the top right corner of the platform to save.
Operation permission bundles
You can also add Bundles which incorporate the key permissions into groups.
Click on the drop down bar and select your bundle
Press Add bundle
Press End to save changes.
How do I delete a permission which I have added to the profile?
To delete a permission from the profile, Press the Edit button in the top right corner.
Click on the blue button to the right of the profile.
Press the Orange trash icon next to the permission you wish to remove. Then, press End
How do I delete a permission Profile which have created?
To delete the profile you created, click on the Edit button in the top right corner.
Then tick the check box of the profile you wish to delete
Press the Remove button in the top right corner of the platform.
How do I add the permissions to a User?
To add your permissions to a user, go to the Company level and click on Users > External users.
Then you can either click add a new user or you can edit permissions for an existing user.
To edit permissions for an existing user, click the Edit button in the top right corner of the platform.
Press the blue button on the right side of the Users profile.
Then in the new window to the right, scroll down until you find the drop down bar which reads "No permissions selected"
Click the drop down bar and choose the permission of your choice.
Then press End to save changes.
Now your user will only be able to view certain information and/or perform specific commands of your choosing.