Overview
If you cannot find a System Permission Group to fit your needs, you can create your own Custom Permission Groups to tailor access exactly to your requirements. These groups allow you to select and combine specific individual permissions, offering precise control over what actions users can perform.
This article guides you through creating, modifying, and deleting custom groups.
It can take up to 60 seconds for permission updates to take effect.
Creating a Custom Permission Group
In the top right of your screen, locate and click your user profile image or icon.
Navigate to Settings > Manage Users > Permission Groups.
Click the + New Permission Group button
in the right corner of the header. A sidesheet will open for you to configure your new Permission Group. Replace "Group Name" at the top with your chosen name.
Add a Group Description to help with identification purposes.
Click + Add Users.
Use the checkboxes to select one or more users to add to this Permission Group.
Click Add Users in the top right corner.
Use the checkboxes to select the permissions you wish to enable. You can explore this article for more information on each permission.
When you are finished selecting permissions, click Save
in the top right corner.Once saved, the Group will appear in the list of Permission Groups available when editing a team member's user account.
Now that your Custom Permission Group is saved, you can add additional permissions specific to accessing Document Types and Campaigns. Continue reading for more information.
Editing Permission Groups
System Permission Groups cannot be edited; you can only add or remove users. Explore more on System vs Custom Groups.
In the top right of your screen, locate and click your user profile image or icon.
Navigate to Settings > Manage Users > Permission Groups.
Locate the Permission Group you wish to manage, click the Name or click the
(more settings icon), then click Edit to open the details.
In the left menu of the Permission Group, you have four tabs: Users, Permissions, Document Types, and Campaigns.
Click the menu title below to expand the details:
Users
Users
Add or remove users from this Permission Group.
To add a user, click the + Add Users button at the bottom of the page.
To remove a user, click the
(more settings icon) on the user's row and select Delete.
Permissions
Permissions
Edit the permissions within this Permission Group.
Use the checkboxes to select the permissions you wish to add and deselect the ones you wish to remove. You can refer to this article for more information on each permission.
Document Types
Document Types
This setting allows administrators to restrict the visibility of specific Document Types for users within this Permission Group.
To restrict Document Type visibility, follow these steps:
You must complete both steps outlined below to enforce Document Type restrictions from the Permission Group.
Use the checkboxes to select the Document Types that should be viewable by this permission group.
Enable Document Types restriction on the Individual User's account
Navigate to Settings > Manage Users.
Select the person's name.
Click the Restrictions tab.
Toggle on Document Types.
Campaigns
Campaigns
This setting allows administrators to restrict the visibility of specific Campaigns for users within this Permission Group. To restrict campaigns for a Permission Group, you will use Campaign Tags.
You must complete both steps outlined below to enforce Campaign restrictions from the Permission Group.
To restrict Campaign visibility, follow these steps:
Add Campaign Tags to Permission Group
Click on
Select Tags.Search for and select the Tag(s) of the Campaigns you wish to be visible to this Permission Group.
Enable Campaigns Restriction on the Individual User's account
Navigate to Settings > Manage Users
Select the person's name
Click the Restrictions tab
Toggle on Campaigns
Deleting Permission Groups
In the top right of your screen, locate and click your user profile image or icon.
Navigate to Settings > Manage Users > Permission Groups
Locate the Permission Group you wish to delete and click the
(more settings icon).Select Delete.
If deleting, you'll be prompted to confirm the action.
Troubleshooting Permission Updates
Please note that it can take up to 60 seconds for permission updates to take effect. If the permission change doesn’t seem to have taken effect, follow these steps:
Wait an additional 90 seconds.
Perform a hard refresh on your browser.
Windows (PC): Ctrl + Shift + R
Mac: Command + Shift + R
Sign out, then sign back in.
Clear your browser cache.