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Edit a permission group and assign users

You'll need to edit a permission group if you want to add and remove members or adjust permission settings.
  1. Edit a permission group
  2. Select
    Setup
     and choose
    Permission groups
    .
  3. Select Edit
    Edit
     for the group you want to edit.
  4. Update the
    Name
     and
    Description
     if needed, then select
    Next
    .
  5. Open each tab to choose features or applications the group needs to access. Select
    Custom
     to give the group access to some features but not others.
  6. Select
    Next
    .
  7. Choose which staff members to edit, then use
    Add
     or
    Remove
     to change their access and permissions.
  8. Select
    Done
    . Tell any staff member to sign out then sign in again to update their permissions.

This article applies to:

  • Product: Engagement Manager
  • Subject: User account
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