Administration

Edit a permission group and assign users

You'll need to edit a permission group if you want to add and remove members or adjust permission settings.
  1. Edit a permission group
  2. Select
    Setup
     and choose
    Permission groups
    .
  3. Select
    Edit
     for the group you want to edit.
  4. Update the
    Name
     and
    Description
     if needed, then select
    Next
    .
  5. Open each tab to choose features or applications the group needs to access.
  6. Select
    Custom
     to give the group access to some features but not others.
  7. Select
    Next
    .
  8. Choose which staff members to edit, then use
    Add
     or
    Remove
     to change their access and permissions.
  9. Select
    Done
    .
  10. Tell staff members to sign out then sign in again to update their permissions.

This article applies to:

  • Product: Cloud Audit Suite