Assign Group Permissions
This procedure describes how to assign group permissions to a user. Before you assign group permissions to a user, you must have previously configured a group or groups within your account. For information on how to create a group, review the
topic. Group permissions are an alternative to user permissions and are very helpful to customers with a large user base where it would be tedious to apply and manage individual user permissions. User groups simplify permissions by allowing
you to manage users and permissions at the group level.
You can add users to as many groups as you want. However, a user will inherit all permissions within the groups that they are assigned. For example, if a user is added to Group 1 and Group 2 and Group 2 gives them access to the billing
dashboard for Account 1 but Group 2 does not give them access to the billing dashboard for Account 1, the user will have access to the billing dashboard.
- From the header menu, select the Settings icon and choose Partners / Accounts > Users.
- Click New User.
- On the New User page, scroll down to Group Permissions in the Granted Access section.
- To apply group permissions, choose one of the following methods:
- From the Configure Groups list, click once to select a single group, press CTRL and click to select multiple groups that are not in sequential order, or press Shift and click to select the entire group list.
to open a list of all the groups from which you can select or filter.
In this dialog box, you can type a keyword in the Filter text field to search for groups that meet your search criteria, click Select All to select all groups in the list, or click Selected Only to
see only the filtered results.
- Click OK to select the groups.
- Click Create to apply the group permissions to the new user.
Even if a user is granted permissions when they are assigned to a group, they are still restricted to the features of their role. For example, if a user has the role of Basic User, they will not be able to edit information even if they
are assigned group permissions that provided the edit capabilities.