Cloud Onboarding: Access User Permissions and Understand How to Change Them
This guide explains how to manage permissions across apps, departments, positions, and individual users. You’ll learn how to control access levels, set default roles, and apply permissions at different levels to ensure users have the correct access.
Interactive Guide
Text based guide
Enter the Org Management app
Click Visit under Permissions
Select the app to modify permissions for
Edit permissions using the pencil icon
Use dropdowns to fine-tune permissions
Read Only allows view-only access
Edit allows full access
Set this role as the default for new users
Save permission changes
Manage department permissions
Add department permissions
Select the department and site
Assign a permission role to the department
Save department permissions
Manage position permissions
Add position permissions
Select the position and site
Assign a permission role to the position
Save position permissions
Manage user-specific permissions
Edit permissions for an individual user
Assign a permission role to a specific user
Save user permissions
