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:
- Go to the Admin interface and navigate to Directory.
- Select either Users or Roles
- Select a specific user/role by clicking on the name (this opens the details page).
- Click the Permissions tab at the top of the page
- 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.__
- Go to the Admin interface and navigate to Flows and Stages -> Flows.
- Click the name of the flow (this opens the details page).
- Click the Permissions tab at the top of the page.
- 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.__
- Go to the Admin interface and navigate to Flows and Stages -> Stages.
- On the row for the specific stage whose permissions you want to view, click the lock icon.
- 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:
- Go to the Admin interface and navigate to Directory -> Users.
- Select a specific user by clicking on the user's name.
- Click the Permissions tab at the top of the page.
- To assign or remove permissions that another user has on this specific user:
- Click the User Object Permissions tab, and then click Assign to new user.
- In the User drop-down, select the user object.
- Use the toggles to set which permissions on that selected user object you want to grant to (or remove from) the specific user.
- Click Assign to save your settings and close the modal.
- To assign or remove permissions that another role has on this specific user:
- Click the Role Object Permissions tab, and then click Assign to new role.
- In the User drop-down, select the user object.
- Use the toggles to set which permissions you want to grant to (or remove from) the selected role.
- Click Assign to save your settings and close the modal.
To assign or remove global permissions for a user:
- Go to the Admin interface and navigate to Directory -> Users.
- Select a specific user the clicking on the user's name.
- Click the Permissions tab at the top of the page.
- Click Assigned Global Permissions to the left.
- In the Assign permissions area, click Assign Permission.
- 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.
- Click Add, and then click Assign to save your changes and close the modal.
Assign or remove permissions on a specific group
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:
- Go to the Admin interface and navigate to Directory -> Groups.
- Select a specific group by clicking the group's name.
- Click the Permissions tab at the top of the page.
To assign or remove permissions that another user has on this specific group:
- Click User Object Permissions to the left, and then click Assign to new user.
- In the User drop-down, select the user object.
- Use the toggles to set which permissions on that selected group you want to grant to (or remove from) the specific user.
- Click Assign to save your settings and close the modal.
- To assign or remove permissions that another role has on this specific group:
- Click Role Object Permissions to the left, and then click Assign to new role.
- In the Role drop-down, select the role.
- Use the toggles to set which permissions you want to grant to (or remove from ) the selected role.
- 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:
- Go to the Admin interface and navigate to Directory -> Roles.
- Select a specific role the clicking on the role's name.
- Click the Permissions tab at the top of the page.
To assign or remove permissions that another user has on this specific role:
- Click User Object Permissions to the left, and then click Assign to new user.
- In the User drop-down, select the user object.
- Use the toggles to set which permissions on that role you want to grant to (or remove from) the selected user.
- Click Assign to save your settings and close the modal.
- To assign or remove permissions that another role has on this specific group:
- Click Role Object Permissions to the left, and then click Assign to new role.
- In the Role drop-down, select the role.
- Use the toggles to set which permissions you want to grant to (or remove from) the selected role.
- Click Assign to save your settings and close the modal.
To assign or remove global permissions for a role:
- Go to the Admin interface and navigate to Directory -> Roles.
- Select a specific role by clicking on the role's name.
- Click the Permissions tab at the top of the page.
- Click Assigned Global Permissions to the left, and then click Assign Permission.
- 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.
- Click Assign to save your changes and close the modal.
Assign or remove flow permissions
- Go to the Admin interface and navigate to Flows and Stages -> Flows.
- Click the name of the flow (this opens the details page).
- Click the Permissions tab at the top of the page.
- Add or remove permissions using the User Object Permissions and the Role Object Permissions tabs.
Assign or remove stage permissions
- Go to the Admin interface and navigate to Flows and Stages -> Stagess.
- On the row for the specific stage that you want to manage permissions, click the lock icon.
- 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.