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    Org Management Permission Management

    This guide will cover how to edit permissions and how to create a permission in Org Management on Cloud

    Please follow the interactive guide below, a written guide is also available at the bottom of the page.

    Written guide

    1. In the dashboard hub, click the ‘Org Management’ app.
    2. Next, click the ‘Visit’ button under Permissions.
    3. You will then be directed to the Permission Management dashboard. Here is where you can see all the Cloud permissions for all of the apps. From here you will be able to control and manage the level of access which users, departments and positions have for each of the apps.
    4. The Permission Roles tab is where you can set up what you can and can’t access. This will then get assigned to the user/department or position.
    5. Here you will be able to see different tabs for each app.
    6. For this example, let’s go back into the ‘Admin’ tab.
    7. Let’s click the ‘Department Permissions’ tab.
    8. To add a department permission, click the ‘Department Permission’ button.
    9. You will then be able to enter the department type, the site and add any associated permission roles by selecting ‘Add Permission Role’ button.
    10. Next is the ‘Position Permissions’ tab.
    11. You can also add a Position Permission by clicking the ‘Position Permission’ button.
    12. Here you can add the position, site and any associated permission roles by clicking the ‘Add Permission Role’.
    13. Next is the User Permission.
    14. Here you will be able to see user permissions. Next, click the eye icon.
    15. Here you can see what permission role this user has. You can also add more by clicking the ‘Add Permission Role’.
    16. Let’s go back into the ‘Permission Roles’ tab.
    17. You also have the option to edit a specific permission role by clicking the pencil icon.
    18. Here you will see a list of functions by clicking the drop down arrows.
    19. You also have the option to select whether you want this specific user to have access to edit / read only certain roles.
    20. Once you have made amendments, make sure you click the ‘Save’ button.
    21. You also have the option to create a permission role by clicking the ‘Create Permission Role’.
    22. Here you can name the permission role.
    23. You also have the option to set as the default permission role.
    24. Make sure to click the ‘Save’ button.