Manage a User's Default Permission Sets

You can manage a user's default permission sets from the Users page. A user's default permission sets are the permission sets that a user will have when assigned to a new object. However, the permission sets can be changed when the access is being added.

To manage a user's default permission sets:

1. From the Main Menu, select Global Admin.
2. Select Users from the list.

   Note This can also be done from the Company Details page. To access the Company Details page, select a company on the Companies page.

3. On the Users page, select the Context menu for a user row, and then select Manage Defaults.
4. In the Manage Defaults dialog box, for each Permission Type, select the default permission set you want a user to have when assigned to a new object.
   1. Double-click the icon to open the Assign Permission Set picker.
   2. Select a permission set, and then select Show Details to preview its privilege details before making the assignment.
5. Select Save.