Adding a permission set

Permission sets are designed to be used with plans. They enable you to save a range of permission settings into a set that can be applied whenever a new account is added.

To add a permission set:

  1. Click on the Permissions link in the navigation area.

  2. Click on the [New Set] link in the Permission Sets area.

  3. Enter the name for the permission set in the Name field.

  4. Click on the Add Set button.

    Adding a permission set
  5. You now need to define permissions for this permission set - refer to Permissions for more information.

Topics:

Deleting a permission set