When looking at permissions, most areas of the system have three access levels:
Read | Users can read records, but don’t have the options to create new or edit existing records. |
Read Write | Users have access to all main functionalities including the ability to create a new or edit an existing record. |
Admin | Users have Read Write access, along with additional admin functions, including deleting records. |
For more information on specific permissions, check our permissions guide.
Add permissions
To add permissions to a user account, follow these simple steps:
Open the user you want to add permissions to, then click Permissions.
Click the plus icon, then click Add.
Using the checkboxes, select the permission levels you need, then click Select.
Remove permissions
If you need to remove selected permissions, follow these steps:
Open the user you need to remove permission from, then click Permissions.
To the right of the permissions sub-list, click the three dot menu, then click Remove Permissions.
Using the checkboxes, select the permission levels you need to remove, then click Select.
If you prefer to remove individual permissions, next to the permission, click the three dot menu, then click Delete.