Access Permissions
To manage the access permissions at the Program level, follow the steps below.
- Navigate to the Program Details screen by selecting an individual program.
- Click on ‘Access Management’ from the left-hand navigation menu.
- On the ‘Access Management’ screen, click on the
+Add button.
- On the ‘Add User Program Access Permission’ screen, add the required number of users by from the dropdown list.
- Optionally enable the ‘Pending’ toggle switch.
- Within the ‘Set Permissions’ section, click on the ‘Simple’ option and select the permissions from the dropdown options.
Edit Access Permissions
To edit access permissions, follow the steps below.
- Select a user by clicking on the checkbox.
- Click on the Edit Permissions button from the
top menu bar.
- On the Edit Programs Permissions screen, make the required edits
- Click on the Save button.
Activate
- Select a user with Pending status by clicking on the checkbox.
- Click the ‘Activate’ toggle switch from the top menu bar.
- Click on the ‘Activate’ button on the confirmation popup.
Remove
- Select a user by clicking on the checkbox.
- Click on the Remove button from the top menu bar
- Click on the Remove button on the ‘Remove Users from Access Permissions’ confirmation
popup.
Set as Owner
- Select a user by clicking on the checkbox.
- Click on the Set as Owner from the top menu bar
- Click on the Change button on the confirmation popup.
History
- Select a user by clicking on the checkbox.
- Click on the History from the top menu bar
- On the History screen, click on Export to retrieve the Access Permission History
details of the program.