Depending on the template you selected you may need to go back and change permissions for your new role. To edit the permissions on your new role click on the role that you want to change. ![]() Next look through the different permission sets. Admin Permission Docs Permission Contact Sync Permission Organization Permission Calendar Permission Sites Permission User Permission Resources Permission Logging Permission Those
permissions that have check marks next to them are permissions that
role currently has, permissions without the check marks are permissions
that role currently does not have. ![]() ![]() To
remove a permission that a role currently has click on the check mark
next to the permission, and the check mark will be removed. To
add a permission to a role click on the empty box next to the
permission you want to enable and a check mark will appear in it. Once you have made your changes be sure to click on the "Save" button or your work will be lost. Example RoleFor this example we are creating a custom administrator role that can only change and reset employees passwords.Creating this "Password Admin" role will help free up time for the System Administrator by allowing another employee help out with lower level tasks. We want our "Password Admin" to have the same permissions as a basic user, but also have the ability to change and reset passwords. So we would first go to "User Permission", and make sure that only the permissions for "Set Password" and "Force Password Reset" were checked. ![]() Since
we also want our "Password Admin" to also have the permissions of a
basic user we would make sure that all the permissions in "Contact
Permission" are checked. ![]() We also need to go to "Profile Permission" and make sure that only "Edit Own Profile" and "See The Profile Module" are checked off. ![]() Next, we would clear out the other check marks in ALL the other permission sets. ![]() Once you have made your changes be sure to click on the "Save" button or your work will be lost. ![]() |