CloudConnect-Admin: Customizing User Permissions

While most user permissions are set by "Role", a user may be given "Special Permissions" to view, edit, or manage specific data differently from other users with the same role.  

  1. On the "Users" page, locate the user by typing their name on the search bar or scrolling through the alphabetically ordered list. 
  2. Click the blue "Actions" button on the user row and select "Permissions" from the actions menu. 
  3. This will open a "Permissions" modal. Select the desired permissions and click the bottom right "Save" button. 
    • If this process is unclear, see step 4 in Creating and Assigning Roles for an overview of the permissions folders. 
    • To return to the default "Role" permissions, select the gray "Reset special permissions" button at the bottom of the modal. 
  4. Click the blue "Save" button in the bottom right corner of the modal. 
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