Access Permissions

To manage the access permissions at the Program level, follow the steps below.

  1. Navigate to the Program Details screen by selecting an individual program.
  2. Click on ‘Access Management’ from the left-hand navigation menu.
  3. On the ‘Access Management’ screen, click on the +Add button.

  4. On the ‘Add User Program Access Permission’ screen, add the required number of users by from the dropdown list.
  5. Optionally enable the ‘Pending’ toggle switch.
  6. 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.

  1. Select a user by clicking on the checkbox.
  2. Click on the Edit Permissions button from the top menu bar.

  3. On the Edit Programs Permissions screen, make the required edits
  4. Click on the Save button.

Activate

  1. Select a user with Pending status by clicking on the checkbox.
  2. Click the ‘Activate’ toggle switch from the top menu bar.
  3. Click on the ‘Activate’ button on the confirmation popup.

Remove

  1. Select a user by clicking on the checkbox.
  2. Click on the Remove button from the top menu bar
  3. Click on the Remove button on the ‘Remove Users from Access Permissions’ confirmation popup.

Set as Owner

  1. Select a user by clicking on the checkbox.
  2. Click on the Set as Owner from the top menu bar
  3. Click on the Change button on the confirmation popup.

History

  1. Select a user by clicking on the checkbox.
  2. Click on the History from the top menu bar
  3. On the History screen, click on Export to retrieve the Access Permission History details of the program.