What's in this Article
Custom permission sets and access allow users to seamlessly accommodate their needs by limiting user access to specified features. By default, only Admin users are allowed to create custom permission sets and access to start.
Creating a Custom Permission Set
1. Navigate to your Settings in Canopy.
2. Click Access and Permissions in the left-side column.
3. Click Add Permission Set.
Alternatively, you can Duplicate a previously created permission set and then edit it.
4. Enter a Permission Set Name.
5. Explore each toggle and select which permissions to apply to the set.
- All permissions will be Inactive by default.
- Activate a permission by changing the associated toggle to Green.
- Note that marked permissions will only be active if you have purchased the associated license.
6. Click Save to save the customized permission set to your Access and Permissions list.
To assign team members to your customized permission set, refer to the Assign Access & Permission Sets guide.
Editing Permissions for a Previously Created Set
1. Navigate to your Settings in Canopy.
2. Click Access & Permissions in the left-side column.
3. Click on the Permission Set you want to edit.
- Canopy's pre-set Permission Sets cannot be edited.
- You can Duplicate one of the pre-set Permission Sets and then edit the duplicate.
4. Change any necessary permissions toggles.
- A Green toggle activates that permission for the associated Permission Set.
- A Grey toggle deactivates that permission for the associated Permission Set.