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Editing User Permissions

Step 1. Accessing Permissions Management​

The goal of this stage is to locate the user's account in the main directory and open the configuration interface to modify their access privileges on the platform.

  1. Navigate to the Users page.
  2. The page displays a table listing all registered platform users.
  3. Locate the specific employee and click the Edit Permissions button at the end of their row.

Step 2. Configuring Roles and Access Scope​

The goal of this stage is to precisely define the user's administrative privileges and restrict their visibility scope to specific teams and root manager accounts (MCCs).

Within the opened modal window, configure the following access parameters:

  • Access Permissions — select the required privileges from the checklist. The options are presented as checkboxes, each containing a detailed description of the permissions for the corresponding role (the role title is displayed right above the checklist).
  • Root MCCs — a multi-select field where you must specify one or several root MCCs whose data will be accessible to this user.
  • Teams — a multi-select field used to define the list of workgroups (teams) whose resources will be available to this user.

Step 3. Saving and Applying Changes​

The goal of this stage is to update the security configuration in the database and immediately enforce the new access boundaries for the user's active session.

  1. Double-check all selected checkboxes and assigned entities within the configuration form.
  2. Click the save changes button to update the permission set.
  3. The new configuration of roles, assigned teams, and root MCCs will be applied automatically, updating the user's capability scope across the platform.