User Permissions are what define how much information a User is able to access within the system. It’s important to ensure you set up each User with the correct permissions so they can access what they need to and keep private information secure.
There are three different permission levels when inviting a User:
Owner: can access all information as well as invite and remove users
Contributor: can edit and create only
Reader: view only (everything except private projects and programs).
Setting up permissions for a new User:
From any screen, go to the Settings button at the bottom left of the screen and select ORGANISATION SETTINGS
Select Users from the left-hand navigation bar
Select Invite Users
Input the details of the new User and select Search
Select the Permission level you would like this user to have (Owner, Contributor, Reader)
Select Invite User
The new User will then receive an email with a link to activate their account. Once the account is activated, they will be able to access the system with the permission that has been selected.
Changing the permissions for an existing User:
From any screen, go to the Settings button at the bottom left of the screen and select ORGANISATION SETTINGS
Select Users from the left-hand navigation bar
Select Invite Users
Input the same User information as their existing details, but ensure to update the new Permission level
This will update the system, and the next time they log in, they will automatically have the new permission level.