Assign Company Permissions Templates in the Permissions Tool

• Required User Permissions

• Create a Company Permissions Template

• Assign a Company Permissions Template

• Reassign Users to a New Permissions Template

Assign a Company Permissions Template to One User

1. Navigate to the company's Permissions tool.

2. Click the User Permissions tab.

   • Single User

     1. Next to the user, click Actions and select Assign Company Permissions.

     2. Click Assign next to the company permissions template you want to assign to the user.

     3. Click Confirm.

   • Bulk Assign Users

     1. Mark the checkbox next to the users you want to assign the same company permissions template to.

     2. Click Bulk Actions and Select Assign Company Permissions.

     3. Click Assign next to the company permissions template you want to assign to the users.

     4. Click Confirm.

Reassign Users to a New Permissions Template

1. Navigate to the company's Permissions tool.

2. Click the Company Permissions Templates tab.

3. Next to the permissions template, click Actions and select Manage Users.

4. Reassign Permissions.

   • Single User

     1. Next to the user, click Actions and select Reassign.

     2. Click Confirm.

     3. Click Reassign to Template from the available Company Permissions Templates.

   • Bulk Reassign Users

     1. Mark the checkboxes for the users you want to reassign.

     2. Click Bulk Actions and select Reassign.

     3. Click Confirm.

     4. Click Reassign to Template from the available Company Permissions Templates.