Dashboard > Team > Permissions
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to create and grant Permissions Templates, users will need Manage permissions for Users
Managing permissions using the Permissions Templates allows you to adjust permissions for multiple users based on their role in your company.
Navigate to the "Permissions" tab on the Team module of your Company Dashboard. On the "Permissions" page, you'll find a list of templates. From there, you can choose the desired permission template based on and click the "Apply to Users" button. A new page will appear, allowing you to add users to the selected template using "Name," "Tag," or "Title."
Your system administrator decides on the permissions and access that are given to you. The team can assist in understanding functionalities and behavior but cannot grant access on the system administrator's behalf to individual users.