Manage permissions

Refer to the following topics for instructions to view and manage permissions.

View permissions

You can view all permissions that are assigned to a user, group, role, flow, or stage.

View user and role permissions

To view object permissions for a specific user or role:

1. Go to the Admin interface and navigate to Directory.
2. Select either Users or Roles
3. Select a specific user/role by clicking on the name (this opens the details page).
4. Click the Permissions tab at the top of the page
5. Select the Assigned global permissions sub-tab to see global permissions and the Assigned object permissions sub-tab to see the object-level permissions.

View flow permissions

_These instructions apply to all objects that have a detail page, which can be accessed by clicking on the name in the list page.__

1. Go to the Admin interface and navigate to Flows and Stages -> Flows.
2. Click the name of the flow (this opens the details page).
3. Click the Permissions tab at the top of the page.
4. View the assigned permissions using the User Object Permissions and the Role Object Permissions tabs.

View stage permissions

_These instructions apply to all objects that do not have a detail page.__

1. Go to the Admin interface and navigate to Flows and Stages -> Stages.
2. On the row for the specific stage whose permissions you want to view, click the lock icon.
3. On the Update Permissions window, you can view the assigned permissions using the User Object Permissions and the Role Object Permissions tabs.

Manage permissions

You can assign or remove permissions to a user, role, group, flow, or stage.

Assign, modify, or remove permissions for a user

To assign or remove object permissions for a specific user:

1. Go to the Admin interface and navigate to Directory -> Users.
2. Select a specific user by clicking on the user's name.
3. Click the Permissions tab at the top of the page.
4. To assign or remove permissions that another user has on this specific user:
   1. Click the User Object Permissions tab, and then click Assign to new user.
   2. In the User drop-down, select the user object.
   3. Use the toggles to set which permissions on that selected user object you want to grant to (or remove from) the specific user.
   4. Click Assign to save your settings and close the modal.
5. To assign or remove permissions that another role has on this specific user:
   1. Click the Role Object Permissions tab, and then click Assign to new role.
   2. In the User drop-down, select the user object.
   3. Use the toggles to set which permissions you want to grant to (or remove from) the selected role.
   4. Click Assign to save your settings and close the modal.

To assign or remove global permissions for a user:

1. Go to the Admin interface and navigate to Directory -> Users.
2. Select a specific user the clicking on the user's name.
3. Click the Permissions tab at the top of the page.
4. Click Assigned Global Permissions to the left.
5. In the Assign permissions area, click Assign Permission.
6. In the Assign permission to user modal box, click the plus sign (+) and then click the checkbox beside each permission that you want to assign to the user. To remove permissions, deselect the checkbox.
7. Click Add, and then click Assign to save your changes and close the modal.

Assign or remove permissions on a specific group

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Note that groups themselves do not have permissions. Rather, users and roles have permissions assigned that allow them to create, modify, delete, etc., a group. Also there are no global permissions for groups.

To assign or remove object permissions on a specific group by users and roles:

1. Go to the Admin interface and navigate to Directory -> Groups.
2. Select a specific group by clicking the group's name.
3. Click the Permissions tab at the top of the page. To assign or remove permissions that another user has on this specific group:
   1. Click User Object Permissions to the left, and then click Assign to new user.
   2. In the User drop-down, select the user object.
   3. Use the toggles to set which permissions on that selected group you want to grant to (or remove from) the specific user.
   4. Click Assign to save your settings and close the modal.
4. To assign or remove permissions that another role has on this specific group:
   1. Click Role Object Permissions to the left, and then click Assign to new role.
   2. In the Role drop-down, select the role.
   3. Use the toggles to set which permissions you want to grant to (or remove from ) the selected role.
   4. Click Assign to save your settings and close the modal.

Assign or remove permissions for a specific role

To assign or remove object permissions for a specific role:

1. Go to the Admin interface and navigate to Directory -> Roles.
2. Select a specific role the clicking on the role's name.
3. Click the Permissions tab at the top of the page. To assign or remove permissions that another user has on this specific role:
   1. Click User Object Permissions to the left, and then click Assign to new user.
   2. In the User drop-down, select the user object.
   3. Use the toggles to set which permissions on that role you want to grant to (or remove from) the selected user.
   4. Click Assign to save your settings and close the modal.
4. To assign or remove permissions that another role has on this specific group:
   1. Click Role Object Permissions to the left, and then click Assign to new role.
   2. In the Role drop-down, select the role.
   3. Use the toggles to set which permissions you want to grant to (or remove from) the selected role.
   4. Click Assign to save your settings and close the modal.

To assign or remove global permissions for a role:

1. Go to the Admin interface and navigate to Directory -> Roles.
2. Select a specific role by clicking on the role's name.
3. Click the Permissions tab at the top of the page.
4. Click Assigned Global Permissions to the left, and then click Assign Permission.
5. In the Assign permissions to role modal, click the plus sign (+) and then click the checkbox beside each permission that you want to assign to the role. To remove permissions, deselect the checkbox.
6. Click Assign to save your changes and close the modal.

Assign or remove flow permissions

1. Go to the Admin interface and navigate to Flows and Stages -> Flows.
2. Click the name of the flow (this opens the details page).
3. Click the Permissions tab at the top of the page.
4. Add or remove permissions using the User Object Permissions and the Role Object Permissions tabs.

Assign or remove stage permissions

1. Go to the Admin interface and navigate to Flows and Stages -> Stagess.
2. On the row for the specific stage that you want to manage permissions, click the lock icon.
3. On the Update Permissions modal window, you can add or remove the assigned permissions using the User Object Permissions and the Role Object Permissions tabs.