How to Setup and Edit Profile Permissions

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Contents

  1. Setup User’s Permissions
  2. Edit User’s Permissions

📔Note: You will need to have set up the appropriate User Role for the User, before editing their permissions. Learn how here.

  1. In the vertical menu to the left, expand the Company submenu.

  2. Select Directory. The Directory pop-up menu appears.

  3. Select Profiles from the Directory pop-up menu.
    permissions__1.png
    The Zipi User Profiles page appears.
    permissions__2.png
  4. Click the Create New Profile button. The Create Profile page appears.
    permissions__3.png
  5. Click the Profile Roles dropdown and select the appropriate role{s}
    permissions__4.png
  6. Expand the Create dropdown menu on the bottom right.
    permissions__5.png
  7. Click Send Invite
    1. In the vertical menu to the left, expand the Company submenu.

    2. Select Directory. The Directory pop-up menu appears.

    3. Select Profiles from the Directory pop-up menu.
      permissions__1.png
      The Zipi User Profiles page appears.
      permissions__2.png
    4. Scroll the user whose permissions you wish to change and expand the corresponding three-dot kebab menu to the far right.
      permissions__6.png
    5. Select Edit.
      permissions__7.png
      The profile expands.
      permissions__9.png
    6. Select the User Roles dropdown and select the appropriate Role(s).
    7. Click Save.

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