How to Adjust Permissions for Platform Features:

This guide explains how you can adjust permissions for your platform features:

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  1. Navigate to "Admin" in the platform.
  2. Click on "Permissions."
  3. In the Permissions section, you will find different user types, including Super Admin, Admin,  Manager, and standard users.
  4. You can also see how many individuals are assigned to each role.
  5. The list of features includes documents, people, tasks, and time off.
  6. Click on any of these features to expand an accordion menu with checkboxes.
  7. Check the checkboxes for the features you want a specific role to access. Unchecked features will be inaccessible to that user type.
  8. Navigate through the different sections to configure permissions for various users.
  9. Once you are satisfied with the settings, click "Save."
  10. When users refresh their pages, they will see the relevant features available to them based on their assigned roles, and inaccessible features will be hidden.

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