Assign User Permissions and Access Groups

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This article will show you how to assign Permissions and Access Groups to individual users.

Important Notes:

  • Do not add users to multiple different access groups. This will cause issues when the system is trying to determine what a user has access to.

  • Make sure the user has a valid email address listed on their account.

Instructions

  1. Search and select a user search and select user

  2. Click the Edit User tool (pencil icon) edit user

  3. Select assign User Type and User Access user type and access

    • User Type: Select Internal User/Staff Member or Public User

    • User Access: If you selected Internal User/Staff Member, choose an Access Group from the drop-down

      Note:

      Do not add users to multiple different access groups. Make sure that you create your desired Access Groups.

  4. Click Save User save user