How to Setup and Edit Profile Permissions

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.

Setup User’s Permissions

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.
   
   The Zipi User Profiles page appears.
   
4. Click the Create New Profile button. The Create Profile page appears.
   
5. Click the Profile Roles dropdown and select the appropriate role{s}
   
   
6. Expand the Create dropdown menu on the bottom right.
   
7. Click Send Invite

Edit Profile’s Permissions

1. 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.
      
      The Zipi User Profiles page appears.
      
   4. Scroll the user whose permissions you wish to change and expand the corresponding three-dot kebab menu to the far right.
      
   5. Select Edit.
      
      The profile expands.
      
   6. Select the User Roles dropdown and select the appropriate Role(s).
   7. Click Save.