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Managing Permission Sets
Managing Permission Sets
Updated over a week ago

To further customize a user's access beyond the default Standard and Admin access levels, you may create a unique Permission Set within the Settings>Access>Permission Set tab.

Create Permission Sets

To create a new Permission Set, follow the steps below:

  1. Click the blue Create a Permission Set button in the upper right corner of the page.

  2. Next, add a unique Name to the Permission Set.

  3. Then toggle on the specific permission access you would like to be included in the set.

  4. Click Save.

Note: All users with View access for Action Pages will have access to the Virtual Terminal for internal processing purposes.
โ€‹If View Billing Agreements is not enabled for a Permission Set, the users with the assigned Permission Set will be unable to clone Action Pages.

Assign Users to Permission Sets

To assign users to the new Permission Set, follow the steps below:

  1. Access the Settings>Access>Users tab.

  2. Hover over the user's email address and click Actions>Edit.

  3. Select the new Permission Set.

  4. Click Save.

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