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Permission Set Glossary - Account
Permission Set Glossary - Account

Areas users can be granted or limited access to in the Account permission set options

Angela Lim avatar
Written by Angela Lim
Updated over a week ago

โญ• This article is for users with the Account Owner role.

1. Manage account/users --- Allow user to manage account users, permissions, agency profile

When checked, user can:

  • See the 'Account' and 'Staff' buttons in the lefthand navigation menu

  • Create new staff

  • Update a staff user's permission set and permissions to programs and forms

  • Update account settings

  • View available permission sets

  • View the Community Board ( ๐Ÿšฉ only if agency has the Community Board feature enabled)ย 

Adding a staff user

Updating account settings


When checked, user cannot
:

  • Add, change or delete a permission set (unless they also have an Account Owner role)

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