Permissions may only be managed from the Manage Users screen. Note that there is a View Permissions screen from the instance menu, but it is READ ONLY and is available to all user types.
To edit user permissions, you must have an admin role.
To get here:
- Open the Instance Menu
- Under Users, select Manage Users
- Click on the user permissions icon in the tools column (see image below)
User specific permissions
Global permissions
These options control access to every occurrence of an object. i.e. If you have a full permissions to projects on the Global tab, then you will have full access to every project in the system.
Global permissions OVERRIDE the specific permissions.
If global permission are assigned, individual permissions are not required.
Note that a users role will control the options available on the permissions screens. For example – a reviewer role cannot edit projects, so the edit option will not be available.
NOTE that global project permissions are defined PER AFFILIATE. For more information, see Enable Affiliate Permissions for a User.
Individual permissions
Each of the other tabs contains a list. For each: Project, Companies, Contacts or Relationships, you can set permissions for each item in the list.
Security permission
The security permission is considered the highest level of permission, generally allocated only to one or two users. If a user has the Security permission enabled under their profile, they can enable the Security permission for other users from the System Access section of the user’s profile.