Assigning permissions to your users grants them access to different areas of your site, or different actions. You can assign permissions in three locations:
Post: Assign a permission to everyone with this post.
Role: Assign a permission to everyone with this role.
Employee’s profile: Assign a permission to individual users.
Note: After you add the permission, make sure you run a batch update and HR post update.
Post
To assign permissions to a post, follow the steps below:
Depending on your set up, click either Admin Menu or Configuration.
Click Post Admin.
Search for and select the required post.
From the left-hand menu, click Security.
Click Permissions.
This displays all the permissions currently assigned to the post.
Click Edit and then search for the permissions you need to add.
Click Save.
🤓Tip: To help search for permissions, you can apply filters to permissions.
Role
To assign permissions to a role, follow the below steps:
Depending on your set up, click either Admin Menu or Configuration.
Click Roles & Permissions.
Select the required role, then click Role Permissions.
This displays all the permissions currently assigned to the role.
Click Edit Permissions, then add or remove the permissions.
Click Save.
Employment
To assign permissions to an employment, follow the below steps:
Use the organisation search to search for and select the required employee.
Click Security, then click Permissions.
This displays all the permissions currently assigned to the employees profile.
Click Edit Permissions, then add or remove the permissions.
Click Save.