Admin & SettingsUser Roles And Permissions
Edit Role Permissions
Modify access levels for roles to ensure each team member has the correct permissions. Over time, your team’s responsibilities may change and so should their permissions.
Modify access levels for roles to ensure each team member has the correct permissions. Over time, your team’s responsibilities may change and so should their permissions.
Step By Step Guide
Click "Settings" on the Plexa Dashboard
Click "Roles & Permissions"
Click "Edit Permissions" under the relevant role
Edit as required by selecting/deselecting necessary "Checkboxes"
Click "SAVE"
Notes & Recommendations
- Restrict financial access to Admin or Finance level roles only
Permissions take effect immediately after saving
Video Tutorial
For a visual guide, watch the video tutorial below
Interactive walkthroughOpen