Changing the permissions assigned to a user

Use the instructions in this section to change user permissions in a permission set.

To change the permissions of a user:

  1. Navigate to Administration > Security.

    The Permission Sets list page displays.

  2. Select the permission set to modify and then click View > Properties > Info.

    The Info page displays.

  3. Click the Permissions tab.

    The Permissions page displays.

  4. In the Grant access to section, select the users to modify.

  5. Click Edit.

    The Set Access Permission page displays

  6. Change the user permissions.

  7. Click OK, Previous, Next, Finish, or Cancel.

    • Click OK to apply the changes to the permission set and return to the Permissions page.

    • Click Next or Previous to assign different permissions to the next or previous user.

    • Click Finish to apply the changes to all remaining users.

      The system displays the Confirm page with the message that proceeding will apply the changes to all the remaining selections. To apply individual changes to different selections, click Cancel and walk through the selections using the Next and Previous buttons.

    • Click Cancel to cancel the operation and return to the Permissions page without changing the permission set.

    Note

    The OK and Cancel buttons appear when only one checkbox is selected in the Grant access to section on the Permissions page. If more than one checkbox is selected, the Previous, Next, Finish, and Cancel buttons appear.

  8. Click OK or Cancel on the Permissions page.

    • Click OK to save the changes made to the permission set.

    • Click Cancel to cancel the operation and return to the Permission Sets list page without deleting users from the permission set.