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How to add/create permission groups
How to add/create permission groups
CustomerSuccess Team avatar
Written by CustomerSuccess Team
Updated over a week ago

To add permission groups, go into the “Permissions” tab and click on the add option at the lower right of the window.

The system will open a new window where you can fill in the name you’ll give the permission group you’re creating. You can also indicate if this group corresponds to a read-only account or a requests account. Then click on save to register the permission group.

Once the permission group is created (whether read-only or not), permissions and restrictions should be established for the group. To do that, click on the newly created group.

The system will open a new window where there will be a series of fields where you can identify the modules and submodules that can be assigned the options to see, add, edit, delete and generate reports according the permission group that you want to establish.

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