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Assign Company Permissions Templates in the Permissions Tool

Objective

To assign company permissions templates in the company's Permissions tool.

Things to Consider

Steps

Assign a Company Permissions Template to One User

  1. Navigate to the company's Permissions tool.
  2. Click the User Permissions tab.
  3. Click Actions next to the user you want to assign a company permissions template to.
  4. Click Assign Company Permissions.
  5. On the 'Assign Company Permissions' page, click Assign next to the company permissions template you want to assign to the user.
  6. In the 'Are you sure you want to assign this template?' window, click Confirm.
    A green banner displays to confirm the user was assigned the template successfully, along with the name of their assigned template.

Assign a Company Permissions Template to One or More Users

  1. Navigate to the company's Permissions tool.
  2. Click the User Permissions tab.
  3. Mark the checkbox next to one or more users you want to assign the same company permissions template to.
  4. Click Bulk Actions and click Assign Company Permissions.
  5. On the 'Assign Company Permissions' page, click Assign next to the company permissions template you want to assign to the users.
  6. In the 'Are you sure you want to assign this template?' window, click Confirm.
     Tip
    Click the X next to a user's name if you want to remove them from the list of users being assigned to the selected company permissions template.
    A green banner displays to confirm the users were assigned the template successfully, along with the name of their assigned template.
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