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Add a permission group

Use permission groups to limit staff members to specific features and applications in Engagement Manager.
important
  • 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.
  1. Set up a permission group
  2. Sign in to Engagement Manager.
  3. Select
    Setup
     and choose
    Permission groups
    .
  4. Select
    Add
     to add a new group.
  5. Enter a name and description for the group, then select
    Next
    .
  6. Open each tab to choose features or applications the group needs to access. Select
    Custom
     to give the group access to some features but not others.
  7. Select
    Next
    .
  8. Choose which staff members to include in the group.
  9. Select
    Add
     to add the members to the group.
  10. Select
    Done
    .

This article applies to:

  • PRODUCT: Engagement Manager
  • Subject: User account

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