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Add and remove permissions

This article offers guidance on adding and removing permissions from a post, role or directly on an employee's record.

Cristiana Ghinea avatar
Written by Cristiana Ghinea
Updated over 2 weeks ago

You can assign permissions to a Post, a Role, or the employee's record. You can check, add, or amend these by doing the following:

Post

  1. Go to Admin Menu and click Post Setup.

  2. Search for the post using the Quick Search field.

  3. When you have found the post, click on it to open its settings.

  4. Select Security then click Permissions.

  5. Click Edit.

  6. Add or remove the relevant permissions then click Save.


Role

  1. Click Setup then click Roles & Permissions.

  2. Click a role then select the Role Permissions tab.

  3. Click Edit Permissions.

  4. Add or remove the relevant permissions then click Save.


Employee's profile

  1. Search for the employee and go to their profile.

  2. Click the Security tab then click Permissions.

  3. Click Edit Employee Permissions.

  4. Add or remove the relevant permissions then click Save.


Assign a role to an employee

  1. Search for the employee and go to their profile.

  2. Click the Security tab then click Roles.

  3. Click on a role to enable it. All roles highlighted in blue are enabled, while the ones that aren't highlighted are disabled.

πŸ‘ Tip: After making changes to roles and permissions it is a good idea to clear the system's cache by running a Batch Update.

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