How to Manage User Roles & Permissions

How to Access the Account Portal

1. Access the account settings using the ‘Account’ link from the Main Menu

How to Add Internal Users

1. Click on ‘Users’ to access Internal Users list

2. Click on ‘+Add’ and enter Email, First & Last Name

3. Confirm by clicking on ‘Add’

How to Assign roles to Internal Users

1. Click on the user’s name to access user details

2. Navigate to ‘Roles’ tab and click on ‘+Add’

3. Select the project(s) to give access to

4. Use drop down menu to select the desired role

5. Select the appropriate forms to give access to and click ‘Add’ to confirm

How to Add External Users

1. Click on ‘External Users’ to access External Users list

2. Click on ‘+’ and enter Email address

3. Confirm by clicking on ‘Ok’

How to Assign Roles to External Users

1. Click on the user’s name to access details

2. Click on ‘+Add’

3. Select the project to give access to

4. Use drop down menu to select the desired role

5. Select the appropriate forms to give access to and click ‘Add’ to confirm

How to Create User Groups

1. Click on ‘Groups’ to access list of user groups

2. Click on ‘+Add Group’ and enter new group name and click ‘Ok’ to confirm

3. Access internal user list using the dropdown menu 

4. Select user and click ‘+’ to add user to the user group

5. Finally assign role(s) to the user group similar to previously shown

How to Access Built-in/Custom Roles

1. Click on ‘Roles’ to access list of Built-In/Custom roles

2. Click on a Built-In Role to view the permission’s matrix

3. Within the appropriate scopes, you’ll find the enabled sub-permission items

Creating Custom Roles

1. Click on ‘Roles’ to access list of Built-In/Custom roles

2. Click ‘+’ to add new custom role

3. Select the new custom role and begin enabling sub-permissions