Add, Edit, and Delete Team Member Permissions

Kizen Permission Groups

With Kizen's Permission Groups, you can restrict & enable access by role & user to virtually anything in Kizen, i.e., dashboards, contacts, custom objects, etc.

Access Permission Groups in:

  1. Settings
  2. Teams, Roles, & Permissions

Access_permission_groups.png

 

Edit Permission Groups:

  1. Click +Add Permission Group
  2. Name Your Permission Group
  3. Toggle on an item to enable access for that Permission Group, toggle off to restrict access
  4. Objects will have a dropdown to further allow you customize the accessibility of information within that object. Click on the white dot associated with the permission type you would like to enable

Add_permission_group_1.png

editing_permission_groups_2.png

permission_groups_3.png


Customize Permission Groups
 for team members on an individual basis.

 

In Teams, Roles & Permissions:

  1. Click Additional Permission Group under Team Members
  2. Add the Permission Group(s) you would like to add, you may select more than one

Permission_groups_team_members.png

 

Assign Default Permission Group(s) to Roles:

  1. Click +Add Role
  2. Name Your Role
  3. Set Default Permission Group(s), you may select more than one

default_permission_1.png

default_permission_groups_2.png

 

Hint

Updates & changes to Permission Groups are reflected in Dashlets & Timeline

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