How to Set Up Permissions for Groups

You can set permissions for every group to determine what they have access to within your platform. To do this go to Admin > Groups and click on the desired group name, then click on Permissions. This will allow you to view and edit that groups information.

Click on Access or Create on any of the modules to activate for that Group. 


Once you have added the module, click on Add to determine the level of access on that module for that group.

Clicking on Details will give the option of setting permissions on a record or resource level.

Continue to add the desired modules & rules for the group until complete. Once complete, click Save.

*Note that the name given to modules, features and information items may vary in your platform as they can be customized by Main Admin users.



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