Assign Preselected Permission Sets to Users

Assign Access Permissions to Users Using Permission Sets

Quickly give new or existing users the right access by applying a Permission Set during role assignment.

Steps to Assign Permissions

1. Open the People Dashboard
   • Hover over the left side menu
   • Select People
2. Find or Add the User
   • Use the search bar to locate the user
   • Click the three stacked dots next to their name
   • If they’re not yet a user, select "Add as a User"
3. Edit the User
   • Select "Edit"
4. Assign a Role
   • Under Access, click "Add Role"
   • Choose the appropriate role for the user
5. Apply a Permission Set
   • If a preset exists for that role, a dropdown menu will appear
   • If no preset exists, you can create a new one
   • Under "Assign permission set…", choose the desired set and click "Assign"
6. Adjust Permissions if Needed
   • The system will auto-check all permissions from the selected set
   • You can manually select or deselect permissions as needed
7. Save
   • Scroll to the top and click Save