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Creating a New Access Level

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Bytimothy A
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Overview: 

Creating a new access level allows you to define a set of permissions that determines what users can view or perform within the system. This helps you control access efficiently by assigning appropriate rights based on roles and responsibilities.

Follow these steps to create a new access level: 

Step 1: On your dashboard, click the user dropdown menu in the top-right corner.
Step 1: On your dashboard, click the user dropdown menu in the top-right corner.

Step 2: From the dropdown menu, click Settings to navigate.

Step 2: From the dropdown menu, click Settings to navigate.

Step 3: You will then be navigated to the Settings page.

Step 3: You will then be navigated to the Settings page.

Step 4: Click on Access Levels (Permissions) to continue.

Step 4: Click on Access Levels (Permissions) to continue.

Step 5: You will be taken to the Users/Teams Access Levels tab.

Step 5: You will be taken to the Users/Teams Access Levels tab.

Step 6: To create a new access level, click the + New Access Level button.

Step 6: To create a new access level, click the + New Access Level button.

Step 7: You will then be taken to the Users/Teams Access Levels settings.

Step 7: You will then be taken to the Users/Teams Access Levels settings.

Step 8: You can now enter a name for your new access level and add a description if needed.

Step 8: You can now enter a name for your new access level and add a description if needed.

Step 9: You can then toggle the switch on or off to manage access levels for specific sections. You can also choose between None, View Only, and Modify to set access levels for each section.

Step 9: You can then toggle the switch on or off to manage access levels for specific sections. You can also choose between None, View Only, and Modify to set access levels for each section.

Step 10: Scroll down to manage other sections, or click your desired section from the list on the left-hand side of the screen.

Step 10: Scroll down to manage other sections, or click your desired section from the list on the left-hand side of the screen.

Step 11: Once al is set, click Save to apply the changes.

Step 11: Once al is set, click Save to apply the changes.

Step 12: You will then be automatically navigated back to the Access Levels list, where you can view your newly created access level.

Step 12: You will then be automatically navigated back to the Access Levels list, where you can view your newly created access level.

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