> For the complete documentation index, see [llms.txt](https://docs.helpyousponsor.com/guides/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.helpyousponsor.com/guides/administration/permissions-and-access-control.md). # Permissions and Access Control Permissions and access control in HelpYouSponsor provides granular control over what users can see and do within the platform. This sophisticated system ensures that users have access to exactly what they need while maintaining data security and organizational boundaries. To navigate to Permissions and Access Control, open the quick actions menu (Cmd+K) and search for **Admin & Permissions**, or go directly to `/admin-options` in your browser. Select the **Permission Sets** tab.

Admin Options — Permission Sets tab showing permission set cards

Here you can see the Permission Sets you have in the account. From here you can perform actions like; * Creating a permission set * Editing a permission set * Deleting a permission set ### Creating a permission set To create a permission set, click the **Create a Permission Set** button. This will open up a drawer to set up your permission set.

Create Permission Set drawer with the four permission sections

From here you can configure permissions across four sections: * **Core Access** — Super admin, create/edit permission sets, create/edit admin users, manage settings, and related controls. * **Module Access** — Programs, Donors, Trips, Journeys, Events, and other modules with None / View / Manage levels. * **Scoped Access** — Program-level scoping, donor-form scoping, and setting blocks. * **Safety Restrictions** — Toggleable blocks for message approval, archiving, restoring, and deleting. Take time to read through what the checkboxes say to grant or deny admins the necessary permissions. > **NOTE:** Some areas, such as Insights and [Wealth Insights](/guides/core-features/donor-management/wealth-insights.md), appear only when the related feature is enabled for your organization and the admin has the required access. ### SMS Messaging permissions SMS Messaging access is controlled by three permission levels: * **View SMS shared inbox** lets an admin open SMS Messaging and read donor text conversations. * **Reply from SMS shared inbox** lets an admin start donor conversations and send SMS replies. * **Manage SMS shared inbox** lets an admin assign conversations, change conversation status, and link unknown numbers to donors. If an admin cannot see SMS Messaging under **Communications**, confirm that SMS Messaging is enabled for the organization and that the admin's permission set includes the needed SMS inbox access. ### Print Mailings permissions Print Mailings access is controlled by three permission levels: * **View Print Mailings** lets an admin open Print Mailings and review templates, generated mailings, runs, and history. * **Generate Print Mailings** lets an admin generate mailing runs from available templates. * **Manage Print Mailings** lets an admin create, edit, duplicate, and archive custom templates. When Handwrytten is enabled, this also controls stronger approval and submission actions. If an admin cannot see Print Mailings under **Communications**, confirm that Print Mailings is enabled for the organization and that the admin's permission set includes the needed Print Mailings access. ### Editing a permission set To edit a permission set, click on the pencil icon on the permission set's card. This will open up a drawer with the details of the permission set. The checked checkboxes are the permissions that have been activated for the permission set.

Edit Permission Set drawer showing configured permission checkboxes

After editing the permission set to your preference, click Save to update the permission set. ### Deleting a permission set To delete a permission set, click on the delete icon on the permission set's card. This will pop up a dialog to confirm the deletion. Click Confirm to delete the permission set.