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How to Edit User Permissions or User Permission Template
Edits to the permissions of a logged-in user(s) will not be applied until the user(s) have logged out and logged back in.
Go to Maintenance > Users.
Click the user you would like to edit or click the action menu at the end of the row and select Edit.
Click the save button at the bottom.
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Quick Tip You can open 2 edit forms by selecting the checkboxes of the users and clicking the edit pencil icon in the top right. |
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Please go to Maintenance > Users to enable the permission. |
How to View the Audit Log for a User Permission Set or Template
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Quick Tip: Click the documentation icon to view documentation related to the section that the permission applies to or see User Permissions - Definitions for more information. |
Field Name | Description |
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User Name | The user ID, or username, that the permissions are for. |
User Type | |
Inherit Permissions From | Allows a user to inherit permissions from a template or an existing user. Users who inherit permissions from a template or another user have an identical set of permissions. If a change is needed, edit the parent template and those changes are seen in all users who inherit those permissions. To remove inheritance and create an individual user setting, click "Inherit Permissions From" button, and select the blank option at the top of the drop-down selection. Setting Inherit Permissions From will remove any record of previous permissions for this user. |
Password | Password for all web services. For example X Tracking and the API. |
Confirm Password | |
Search | Seach form to help easily find permissions. |
Permissions | Update permissions by checking boxes for functions the user needs to access, and unchecking boxes for functions the user cannot access. To view, select, or deselect permissions for the users, click on the plus sign next to each section to expand the view and drill into each permission category.
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