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Permissions - Creating Access Groups & Assigning to Users
Permissions - Creating Access Groups & Assigning to Users
Collin Peterson avatar
Written by Collin Peterson
Updated over a week ago

This article is intended for HelloTeam users with ADMIN Access Level

Video Tutorial

This video walks through the manage permissions tab in HelloTeam.

  • Hierarchy Permissions

  • Creating an access group

  • Assigning additional access to employees

As an administrator, you are able to create custom Access Groups allowing specific users additional permissions within the platform.

In the example below, we will be creating an Access Group to allow certain individuals the ability to Create and Manage News and Events in the platform - this is a frequent item for many as it allows the Administrator the ability to delegate these responsibilities out.

There are two parts to assigning this custom Access Group

Part One

  1. On the left-hand menu under System Management, dropdown Manage Permissions and select Access Groups

  2. Select + Add Access Group on the upper right-hand corner of the screen

  3. We typically title these "Access to Create/Edit News & Events" or something along those lines

  4. Add in a quick description for other Administrators of the system

  5. Click on Save > it will prompt you to add in those permissions

  6. Scroll down to find the News and Events sections and check "add or modify news/events" (see screenshot below)

  7. Scroll to the bottom of the page to Update

Part Two

The second part of this setup will be to select Users' Permissions under Manage Permissions

  1. Locate the individual (scroll or filter at the top of the screen - only users invited to the platform can be assigned additional access groups)

  2. Click on the Edit Pencil icon

  3. Find the additional Access Group and click on Save

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