Admins and Permissions.

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This guide will walk you through the steps to manage admins and permissions. Learn how to create permission sets, configure settings, and assign roles to admins.

1. Click "Admins & Permissions"

Click 'Admins & Permissions'

2. Click "Create a Permission Set"

Navigate to "Create a Permission Set"

Click 'Create a Permission Set'

3. A permission set drawer will appear.

Input a permission set name and select all applicable checkboxes to assign specific permission sets to a particular user.

A permission set drawer will appear.

4. Clicking "Discard"

To close the permission set drawer, simply press the 'Discard' button.

Clicking 'Discard'

5. To edit a specific permission set, click on the 'Edit' icon.

A drawer will appear displaying the previous entries for easy editing.

To edit a specific permission set, click on the 'Edit' icon.

6. Click "Create an Admin"

Clicking on "Create an Admin" will open the create admin drawer.

Click 'Create an Admin'

You can then input the new admin's information, such as their first name, which they can later use for logging in.

A drawer will appear when you press the 'Create an Admin' button.

7. Click on the 'Edit' icon in the admins table to modify an admin's details.

Doing so will open a drawer filled with the admin's information, ready to be edited.

Click on the 'Edit' icon in the admins table to modify an admin's details.

8. Click "Discard"

Taking this action will close the drawer.

Click 'Discard'

10. Clicking on the trash icon will delete a permission set.

Doing so will prompt a confirmation dialog box, asking you to confirm the deletion action.

Clicking on the trash icon will delete a permission set.

11. Click on the trash icon to remove an admin.

This action will prompt a confirmation dialog box asking you to verify the deletion action.

Click on the trash icon to remove an admin.

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