You can add multiple users to a permission group at one time.

It is also possible to add many permission groups to a single user.

Users can also be disconnected from a permission group.

You can also select permission groups for a user when adding a new user or by editing the properties of an existing user.

Important

Users with the permission Administrate users can only grant permissions up his or her current level.

This also applies when users add themselves to permission groups, the current level will still apply and restrict granting permissions above his or her current level.

How to add existing users to a permission group

  1. To open the Group of Permissions page, click the Menu icon and then click Admin tools.
  1. On the following page, click Permissions.
  2. To expand and view the optional permissions for the listed actions, click a permission.
  • By default, when first expanded the Permission in group tab will be displayed.
  • Actions
    • Make
    • Process
    • Competence reports
    • Administrate
  1. To list the current set of users in the group, click the Users in group tab.
  2. To manage the current users and add new ones, click the 3 dot icon related to the permission and click Manage users.
  1. In the Manage users popup, the selection of users can be done in several ways:
    • If adding multiple users from a single department, locate and click the department in the list on the left side.
  • Then, click the empty Checkbox icons of the users to be added to the Permission group, and finish off by clicking the ADD USER(S) button.
    • If adding individual users spread across multiple departments, it can be efficient clicking the Include Underlying icon next to the Search folders field in the list on the left side. Then searching for the user(s) name in the Search users field on the right side.
  • Then, click the empty Checkbox icons of the users to be added to the Permission group, and finish off by clicking the ADD USER(S) button.

How to remove users from a permission group

  1. To open the Group of Permissions page, click the Menu icon and then click Admin tools.
  1. On the following page, click Permissions.
  2. To expand and view the optional permissions for the listed actions, click a permission.
  • By default, when first expanded the Permission in group tab will be displayed.
  • Actions
    • Make
    • Process
    • Competence reports
    • Administrate
  1. To list the current set of users in the group, click the Users in group tab.
  2. In the Users in group tab, click the Disconnect icon to remove the user from the permission group.

Disconnect icon

  1. In the following popup, choose to either Cancel or Disconnect the user.

How to select permission groups when adding a new user

When adding a user

  1. To open the Company / Users page, click the Menu icon and then click Admin tools.
  1. On the following page, click Company / Users.
  2. Select a department in the list on the left side.
  3. Click the Create icon to open the Add users page.
  4. Provide the General data in the Add users page, click the Permissions groups (optional) in the Header.
  5. To add the user to a permission group, click the Checkbox icon next to the relevant permission group(s).
  6. Finalize creating the user by clicking the Create user button.

How to add permission groups to a user by editing properties

  1. To open the Company / Users page, click the Menu icon and then click Admin tools.
  1. Locate the user by either selecting the department of the user in the left list, or Include Underlying and search for the user in the list on the right by clicking the Search users field.
  2. To edit the properties, click the 3 dots icon and select Edit.
  3. In the following page, click the Permission groups tab.
  4. To add the user to a permission group, click the Checkbox icon next to the relevant permission group(s).
Finalize updating the user by clicking the Update permissions groups button.