Add a permission group
Use permission groups to limit staff members to specific features and applications in Engagement Manager.
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- If you're an administrator and this is your first time signing in, follow these steps to assign yourself to a permission group before any other account. After you're assigned to a group you can set up other staff members.
- A staff member can belong to more than one permission group and the permissions will stack. If a group provides full access and another only gives partial access, a staff member assigned to both groups will have full access.
- Set up a permission group
- Sign in to Engagement Manager.
- Select
Setupand choosePermission groups. - SelectAddto add a new group.
- Enter a name and description for the group, then selectNext.
- Open each tab to choose features or applications the group needs to access. SelectCustomto give the group access to some features but not others.
- SelectNext.
- Choose which staff members to include in the group.
- SelectAddto add the members to the group.
- SelectDone.