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View and amend permissions on a post

You can view and amend the roles and permissions set up on a post by following these steps.

Cristiana Ghinea avatar
Written by Cristiana Ghinea
Updated over 3 months ago

Permissions and roles can be assigned directly to a post, which will then be inherited by all employees in the post.

It is important to keep in mind that if an employee's access changes after they have been transferred to a new post, this will most likely be due to the new post having different roles and permissions than the previous one.

It is possible the previous post gave the employee access to areas of the system that the new post does not have.

To view and amend roles and permissions on a post:

  1. Click Admin Menu and then Post Setup.

  2. In the search bar, search for the post required and click it.

  3. On the left-hand menu select Security and then click Permissions.

  4. Click Edit.

  5. Search for permissions and add or remove them as needed.

  6. Click Roles, then Edit.

  7. Add and remove roles as needed.

  8. Click Save.

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