Permissions and Access Control
Last updated
Last updated
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, click on "Admin and Permissions" under "Settings" on the main menu.
Here you can see the Permissions 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.
To create a permission set, click on the "Create a Permission Set" button. This will open up a drawer to set up your permission set.
From here you can check the settings, programs and donor profiles an admin who will belong to this permissions set will have access to. Take time to read through what the checkboxes say to grant or deny admins the necessary permissions.
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.
After editing the permissions set to your preference, click Save to update the permission set.
To delete a permissions set, click on the delete icon on the permission set's card. This will pop up a dialog to confirm your deleting of the permission set. Click Confirm to delete the permission set.
