Home > Functional Roles > Assign Module Permissions

    Export to PDF

    Assign Module Permissions

    If you want to allow your customer's tenant users, especially administrators, to access Elements and manage their tenant’s data utilizing premium management services, follow these steps in order:

    1. Create a permission set – Create a permission set that includes service-specific permissions for the service. For detailed instructions, refer to Create Permission Sets.

    2. Create a functional role – Create a functional role to group users and assign permissions. For detailed instructions, refer to Create a Functional Role.

    3. Assign the permission set to the functional role. For detailed instructions, refer to the instructions below.

    4. Add users to the functional role – Add your customer's tenant users as members of the functional role. For detailed instructions, refer to Update Functional Role Details.

    On the Functional role > Functional role list page, clicking a functional role to access the Functional role details page. Switch to the Permissions tab. Find the module-specific permission sets that you want to assign and turn on the toggle. Customer’s tenant users who have been added to the functional role will be authorized to access Elements to manage their owner tenant’s data utilizing the module.

    There is a message bar indicating the number of changes under this tab. When ready, you can click Apply changes to apply the updates in batch.