Create Preselected Access Permission Sets

Creating Access Permission Sets in Involve

As a Campus Admin with permissions to Create or Edit Users, you can streamline user role assignments by creating Access Permission Sets. These sets allow you to assign common permissions (like for Organization Admins) efficiently.

For example, you may want all Organization Admins to have the following permissions:

• Edit Organizations
• Create Events
• Edit Events
• Bulk Check-In

Creating a Permission Set saves you from manually selecting these for each new Org Admin.

Create a Permission Set

1. Go to Settings
   • Hover over the left side menu
   • Select the gear icon labeled Settings
2. Open Permissions
   • Click Permissions from the Settings menu
3. Create a New Set
   • Select the plus (+) button in the top right corner
4. Configure the Set
   • Name your permission set (e.g., "Org Admin Permissions")
   • Select which User Types can use this set
   • Choose the preset permissions for this set
     (You can always add/remove individual permissions for specific users later)
5. Save
   • Scroll to the top and hit Save

Editing or Deleting a Permission Set

1. Go to Settings (gear icon on the left menu)
2. Select Permissions
3. Click the three stacked dots next to the permission set.
4. Choose Edit or Delete