Edit User Permissions

As your organization evolves, you can quickly edit user permissions to ensure EntityKeeper scales with your needs. To do so, simply:

1. Click your name in the top right corner and then click "Accounts" on the dropdown menu.
   
   
   
   
2. Scroll down and click the "Settings" button to the right of the account name.
   
   
   
   
3. Scroll down to the Users section and click the gear icon to the left of the desired user.
   
   
   
   
4. A modal window will appear, enabling you to change the user's:
   • Role (the question mark tooltip provides more details on each option)
   • General Permissions (tabs visible on the main navigation bar)
   • Entities Permissions (tabs visible on the entity-level
   • Entities Accessible by User
   • Personnel Accessible by User
     
     Click here for more information on the sections and fields available for your EntityKeeper subscription.
     
     
5. Once you are finished, click the "Save" button!