Manage a User's Default Permission Sets

You can manage a user's default permission sets from the Users page. A user's default permission sets are the permission sets that a user will have when assigned to a new object. However, the permission sets can be changed when the access is being added.

To manage a user's default permission sets:

1. From the Main Menu, select Global Admin.
2. Select Users from the list.

   Note: This can also be done from the Company Details page. To access the Company Details page, select a company on the Companies page.

3. On the Users page, select the Context menu for a user row, and then select Manage Defaults.
4. In the Manage Defaults dialog box, for each Permission Type, select the default permission set you want a user to have when assigned to a new object.
   1. Double-click the icon to open the Assign Permission Set picker.
   2. Select a permission set, and then select Show Details to preview its privilege details before making the assignment.
5. Select Save.