Tips to Manage User's Accessibility

To manage user’s accessibility, administrators can set up permissions and roles. With permissions, a user can be granted access to certain workflows and be limited to who within the directory they can see. To get a better understanding, here are some examples below.

Example 1: Giving access to manage broadcasting 

If an administrator wishes to assign certain groups of users (sub-admin) to manage only certain features, eg broadcast, but do not want to allow them to access other features in the admin panel, administrators can do so in Admin Panel by:

1. Creating a new directory group for the users or add them into an existing directory group.
2. Then grant permission to the directory group via Permissions > Admin Panel > Broadcasting access.
3. Select their directory group and click Add.

Example 2: Giving access to manage Forms 

If an administrator wishes to assign certain groups of users to edit specific forms, administrators can do so in Admin Panel by:

1. Creating a new directory group for the users or add them into an existing directory group.
2. Then grant permission to the directory group via Permission > Admin Panel > Forms Template access.
3. Select their directory group, type in the Forms’ name and click Add.

   Or

1. Grant permission to them under Forms setting.
2. Click on the Forms you wish to grant editing permission.
3. Check the box beside “Restrict to specific directory groups”.
4. Type in the directory group and click on the pop up
5. Click “Save Changes” at the bottom of the page to complete this process.

Example 3: Giving access to view Portals 

If an administrator wishes to assign certain groups of users to view specific portals, administrators can do so in the admin panel by:

1. Creating a new directory group for the users or add them into an existing directory group.
2. Then grant permission to the directory group via Permission > Admin Panel > Portal.
3. Select their directory group, type in the Portals’ name and click Add.

Now that you have a better understanding of how to manage a user’s accessibility, set up roles and permissions here. If you feel like you need more information, please contact [e-mail].