Assign Permission Sets to Groups and Clients

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This article will show you how to assign roles to Groups and Clients within a Permission Set to define what access they should have to content or assets within the HCMS and Web Evolve.

Groups are pulled from your Organization and any user who is a member of that group will be given the permissions that are defined in the selected role. Clients are set up in your HCMS.

Important Notes

  • When a permission set is applied to an asset or piece of content users will have access to view/modify that item based on the roles applied to these Permission Sets. select permission set.

  • Users will only see and be able to apply permission sets to assets and content items when they are in a group that has Author access (or higher) for that permission set.

Who can use this feature?

Owner | Developer

Instructions

   

  1. Navigate to Settings and select Permission Sets: Settings tab in left navigation with Permission Sets selected in sub-menu.

  2. Click the gear icon for the desired Permission Set: Permission Set Gear icon.

  3. Use the dropdown menus to assign roles to specific Groups and Clients: Role dropdown menu options for Groups and Clients.

  4. The Permission Set will automatically save any changes