Manage Company Permissions Templates

• Required User Permissions:

  • Varies by action. See the relevant links under the Tutorials section below.

Company Level Permissions Tool

The following tasks can be performed by users with the appropriate permissions in the company's Permissions tool:

• Create a Company Permissions Template

• Edit a Company Permissions Template

  • Edit Template

  • Manage Assignable Templates

  • Manage Users

  • Rename a Company Permissions Template

  • Duplicate a Company Permissions Template

  • Delete a Company Permissions Template

• Grant Granular Permissions in a Company Permissions Template

• Assign Company Permissions Templates in the Permissions Tool

• Export Company Permissions Templates