how to manage the custom permissions tab

  • Updated

This guide explains how to create custom permissions and configure View and Edit access levels from the CUSTOM PERMISSIONS tab.
 

how to create a custom permission

To create a custom permission:

1. Click the + NEW CUSTOM PERMISSION button.
2. Enter the Name.
3. Click CREATE or SAVE.
The new permission appears in the Custom Permissions table.
 

how to set view permissions

To set View permissions:

1. Locate the custom permission.
2. In the View column, click the dropdown menu.
3. Select a permission level:

  • Any
  • Related
  • Own
  • None

4. Click CREATE or SAVE.

Permissions are hierarchical. Edit access cannot exceed the level set in View.

 

how to set edit permissions

To set Edit permissions:

1. Locate the custom permission.
2. In the Edit column, click the dropdown menu.
3. Select a permission level:

  • Any
  • Related
  • Own
  • None

4. Click CREATE or SAVE.

Edit permissions can only be equal to or lower than the level configured in View.