Default Permission Groups allow you to create and assign a specific set of permissions to a user.

Permissions Required

  • Manage Users
  • System Administrator checkbox

Visual Tutorial

Managing Default Permission Groups

You can create as many Default Permission groups as necessary for your needs. To create a Default Permission Group, follow the steps below:

Create Default Permission Group

  1. Select "Settings", then select "Users."

  1. Select the "Default Permission Groups" button.

Settings and Users menu selection

Default Permission Groups button

  1. Select the "Create New Permission Group" button.

  1. Enter a "Group Name" and "Group Description."

Create New Permission Group button

Group Name and Group Description fields

  1. Select all of the checkboxes that are relevant to the default permission for that user group.

  1. Select "Save."

Permission checkboxes

Save button

Update Default Permission Group

To update an existing Default permission group:

  1. Select "Settings", then select "Users."

  1. Select the "Default Permission Groups" button.

Settings and Users menu selection

Default Permission Groups button

  1. Select the group that you would like to update.

  1. Make desired adjustments to the "Group Name", "Group Description", and the checkboxes.

Select a permission group to update

Adjust Group Name, Description, and permissions

  1. The "Users" column shows all of the existing users that this permission group is applied to. The adjustments that you have made will apply to every user that is selected in this list. If you don't want this update to apply to a specific user, uncheck the box next to their name before saving.

  1. Select "Save."

Users column showing applied users

Save button

Back to top of page