How To Add A Permission Preset

This guide will explain how to create a permission preset and assign it to users. Once a permission preset is created, it will be available to assign to existing users as well as new users when they are added to Align Us.



Permissions Required: Only system administrators will be able to add, edit, and delete permission presets.


Overview

  1. Add Permission Preset

  2. Edit Permission Preset

  3. Assign To Users

  *  Grant, Deny, Default


1.Add Permission Preset

  1. Click on the Structure icon in the left menu.

  2. Click on the Permission Presets card.

  3. Hover your cursor over the Add icon in the bottom right and click Add Permission Preset.

  4. Here is an introduction to adding a permission preset, click Next.

  5. Make sure Type in a single permission preset option is selected then click Next.

  6. Enter the name of your new permission preset, then click Next.

  7. Review your info and confirm that it is correct. If not, use the Previous button to navigate back and edit. Otherwise click Finish.

  8. Click Close.



2.Edit Permission Preset

  1. Click on the Permissions header to expand the card.

  2. In each section, click Grant or Deny for every permission. Leaving a permission with the Default option selected will reflect the Standard permission preset.


3.Assign To Users

  1. Click on the Members header to expand the card.

  2. Enter the names of users who should have this permission preset assigned to them. Click the X next to the user's name to unassign this permission preset.



* Grant, Deny, Default

Align Us comes with two permission presets: Standard and Super. All users are assigned the Standard permission preset unless they are explicitly assigned a different permission preset. The Standard preset does not allow users to edit any other user, any organization information, or any permission presets. Selecting Default, instead of Grant or Deny, will reflect the Standard permission preset in most cases.


Default

  • For every permission that has the Default option selected, the user will be assigned the permission based on the word in parentheses (Grant/Deny).

  • When creating a new permission preset, the word in parentheses (Grant/Deny) comes from the Standard permission preset.

  • Looking at an individual user's Custom Permissions, the word in parentheses (Grant/Deny) will change based on any permission presets assigned to the user.

Grant

  • The permission will be assigned to the user.

  • If Grant is selected for a permission in the individual user’s custom permissions, then that permission will be assigned to the user regardless of the presets assigned to the user.

Deny

  • The permission will not be assigned to the user.

  • If Deny is selected for a permission in the individual user’s custom permissions, then the permission will not be assigned to the user regardless of the presets assigned to the user.

  • If a user is assigned multiple permission presets where a permission is granted in one preset but denied in another, Deny will always override Grant.