Applying Permissions to a Personnel Profile - Step by Step

Applying Permissions to a Personnel Profile - Step by Step

After creating a personnel profile the next crucial step when adding a new staff member to your system is applying a permission set to their profile. Applying an already created permission set takes a few steps, please follow along below:

Step 1. Expand the Security tab and select 'Users & Groups'

Step 2. Once the page reloads you can see all the personnel who have been added to you system. Using the User Group drop down select the permission set you would like to apply to a profile.


Step 3. After selecting the permission set from the drop down, you will see check boxes appear next to the personnel who already have that set applied to them. To apply the permissions to a new personnel simply check the box next to their name and press save.


Step 4. After saving the 'Users & Groups' page the personnel who you updated/applied a permission set to will need to refresh their browser for the set to fully apply.
Tip: For info on how to update a permission set please click here


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