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Set Bulk Permissions by User Type

Updated: 4/19/2024 2:04 AM

Permissions can be set by user type account-wide for certain services/features. These permissions indicate which settings a user type can manage within a feature/service group. 

Only the Super User and Account Admins can manage account-wide user permissions.


To set permissions:

  1. Sign in to the Admin Portal.
  2. Click Account and then click User Permissions.
     
    User TypesDisplays the total count of users for each User Type on the account.
    PermissionsDisplays the features/services available in the Desktop App, Mobile App, and Admin Portal. 
  3. Click the + to expand each of the settings within a service/feature group:
     
    User-added imageIndicates a user type that can modify that service/feature.
    User-added imageIndicates a user type cannot modify that service/feature.
    User-added imageIndicates the number of settings a user type within that service/feature group.
  4. Customize permissions by user type as follows::
     
    1. Click Bulk Edit (upper right).  
    2. Mark the box under a user type to grant access or unmark to remove.

      NOTE: If an editable field is not available, you cannot set permissions at this time.
    3. Click Save.

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