Editing the Permissions for a Permissions Group

Navigation: Settings > Permissions

Restricting Access to Records & Components

1. From the bottom navigation bar, click   
2. Click Permissions. The Permissions Groups Manager will display.
3. In the Search field, enter the name of the permission group or scroll through the list of permission groups on the page
4. Click the name of the permission group. The Overview tab will display. 
   
   
   
   
5. Click a tab (e.g., Chats, Data & Reports, Email, Letters, Organizations, People, Settings & Preferences, Staff, Tasks, Texts or, Tools)
   
   
   
6. Check the Restricted box to remove access to the items included on the tab
   
   
    
7. Click
8. Repeat steps 5 – 7 for each tab 
   
   

Granting Permissions to Records & Components

1. From the bottom navigation bar, click   
2. Click Permissions. The Permissions Groups Manager will display.
3. In the Search field, enter the name of the permission group or scroll through the list of permission groups on the page
4. Click the name of the permission group. The Overview tab will display. 
   
   
   
   
5. Click a tab (i.e., Chats, Data & Reports, Email, Letters, Organizations, People, Settings & Preferences, Staff, Tasks, Texts, Tools)
   
   
   
6. Uncheck the Restricted box to grant permissions to the items included on the tab
7. For each item, determine the level of permissions (i.e., Access, View, Create, Edit, Delete) for the permissions group by checking (granting permission) or unchecking (restricting permission)
8. Click
   
   
   
   
9. Repeat steps 5 – 9 for each tab