How to edit User permissions as an Account Admin
How to edit User permissions as an Account Admin
Solatech sets up appropriate permissions per user type, but they may be adjusted per unique needs. This guide shows you how to edit user permissions. You must be logged in as an Account Admin, non-Admin users cannot do this for themselves.
- Click the "settings" gear icon
- Click "Account administration"
- Scroll down and click "Security roles"
- For editing security roles, edit the permissions by hovering over the user type and clicking the "Pencil icon"
- On the "Access" tab, click the arrow to expand the user Activities you want to adjust
- Click the appropriate sub categories to pull up specific user permissions
- Choose "No access", "Full access", or "Partial access"
Tip! If selecting partial access, you will have the choice to further adjust user access options such as give the user the ability to "create", "update", or "delete" records. Click save to apply the change.
- When adjusting all appropriate Activities and sub categories, click "Save" button
- It will take you back to the "Account security roles" page
- If needing to assign specific users in the system to different roles, click the "Users" tab
- On the left "Available" list, select the name you want to add to a role
- Click the right arrow icon to add them to the "Selected" users list
- Click "Save" when done
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