How to Edit an Administrator’s Permissions

How to Edit an Administrator's Permissions
To Individual Administrators
To Multiple Administrators in Bulk
How to Edit Program Access
To Individual Administrators
To Multiple Administrators in Bulk
How to Remove Access from an Administrator
Remove an Individual Administrator
Remove Multiple Administrators in Bulk

Whether you have created custom permission sets or wish to use the default permissions you will need to grant the access to your administrators. This article will walk through how to grant different permissions to your administrators.

How to Edit an Administrator's Permissions

Permissions can be initially granted to an administrator when they are first added to the site. However, if you wish to change the permissions of an existing administrator you can do so in two ways:

To Individual Administrators
To Multiple Administrators in Bulk

To Individual Administrators

If you wish to update the permissions for a single administrator:

Go to the Administrators section
Hover over the administrator that you wish to make the change for.
In the far right column, click on the More Options icon
Select Change Permissions

Image showing the screen where you access change permissions.

Select the Default or Custom Permission set you wish to grant the administrator.
Click OK

To Multiple Administrators in Bulk

If you wish to grant multiple administrators the same access in bulk:

Go to the Administrators section
Click the checkbox beside each applicable administrator
Select the Actions dropdown
Select Change Permissions

Select the Default or Custom Permission set you wish to grant the administrator.
Click OK

How to Edit Program Access

In addition to granting administrators select permissions, these permissions can also be narrowed down based on Programs. For example, if you have a permission set to only allow an administrator to View and Monitor Submissions, but not edit the workflow, you can then select a specific Program (Program A). Therefore, the administrator will only be able to View/Monitor submissions to Program A.

Program access can be initially granted to an administrator when they are first added to the site. However, if you wish to change the program access of an existing administrator you can do so in two ways:

To Individual Administrators
To Multiple Administrators in Bulk

To Individual Administrators

If you wish to update the permissions for a single administrator:

Go to the Administrators section
Hover over the administrator that you wish to make the change for.
In the far right column, click on the More Options icon
Select Edit Program Access

Image showing the screen where you access edit program access.

Grant the administrator access to All Programs or Selected Programs
i. If you grant access to Selected Programs a dropdown will appear. Select the program(s) the administrator should have access to.
Click OK

To Multiple Administrators in Bulk

If you wish to grant multiple administrators the same access in bulk:

Go to the Administrators section
Click the checkbox beside each applicable administrator
Select the Actions dropdown
Select Edit Program Access

Grant the administrators access to All Programs or Selected Programs
i. If you grant access to Selected Programs a dropdown will appear. Select the program(s) the administrators should have access to.
Click OK