Assigning Permissions to a User Account

From the user directory homepage, locate the user who’s permissions you wish to change, and then select the pencil icon next to their name in the Actions column of the table.

Open

Click on the ‘Add Groups’ icon in the ‘Groups’ bar.

This will open a pop-up window containing a drop-down list of the different user permission levels available for you to assign to the user.

Select the permission groups you would like to assign to your user. The different PolicyConnect permission levels available to you are as follows:

• administrator - This permission level allows an account to add/edit users within your user directory and assign permission levels to them. This permission level by itself does not allow access to your PolicyConnect site, you must also assign the user policyconnect_administrator privileges.

• policyconnect_groupadministrator - This permission level allows a users access to the group administrator features of your PolicyConnect site. This includes all of the permissions within policyconnect_administrator. If adding a user to this group, do not add the user to the policyconnect_user or policyconnect_administrator groups as well.

• policyconnect_administrator - This permission level allows a user access to the administrator features of your PolicyConnect site. If adding a user to this group, do not add the user to the policyconnect_user or policyconnect_groupadministrator groups as well.

• policyconnect_user - This permission level is what is assigned to general users of your PolicyConnect site. It does not permit them to make any changes to the site. If adding a user to this group, do not add the user to the policyconnect_administrator or policyconnect_groupadministrator groups as well.

Once you have selected the correct permissions for your user, click the Add button to assign them to the account. After permissions have been assigned, your user will be able to log in to your PolicyConnect site.