In Permissions view Admin users can set up permissions for individual users and user groups to access the different features and functions in the program. There are two types of permissions; View and Edit access rights.
Permissions: Admin
PSA plans: Free, Growth, Business, Enterprise, Enterprise+
Set up permissions for a feature
There are two types of access rights:
- View access allows users/groups to only view certain features or the changes made.
- Edit access allows them to make changes.
- Navigate to Settings > User Management > Permissions.
- Scroll to the feature row in question and the Edit or View column.
- Click Users and permission groups and select the users/user groups from the dropdown list.
Permission can be removed by clicking the X after the user/group name.
Set up permissions for multiple features at once
Mass editing permissions allows:
- Add permissions to Edit column
- Remove permissions from Edit or View column
- Navigate to Settings > User Management > Permissions.
- Scroll to the feature sections/rows in question and click on the checkboxes next to the features.
- Scroll to the top of the page. Click Select users and permissions groups and select the users/user groups from the dropdown list.
- Click Options and select Add or Remove permissions.
- Refresh the page and check that the changes have been saved.