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How to Change User Permissions

Permissions control who can perform specific actions and can only be set up or modified by users with a manager role.

 

You can manage user access in Noovy either by

  • Changing an individual user’s role 
  • Editing the permissions assigned to a shared role

 

Changing Individual User Role 

When a user needs more permissions, or you would like to assign a new role with less permissions, take the following steps:


  • On the main menu, click on Profiles and the Users tab:


  • Go to the Filter to search the user you would like to change permissions for:



  • In the filter enter either the User ID, if known, or the User name to be able to find the user:

  1. User ID – Unique personal ID for the user.
  2. Name – User's personal name.
  3. Role – Search merely on Role to view all users that are using this role.
  4. On/Off Toggle – If disabled users are not desired on the list of searched users, switch toggle OFF.

 

  • Click the pencil icon and  This will apply the corresponding permissions to the user:



  • select a different default role under the Role dropdown.


 

  • Hit SAVE and the user role will immediately have changed, as a temporary message will attest:

📝Note:

The concerning user where the role was changed for will need to log out and log in again to be able to experience the new assigned role. 

 

Editing the permissions assigned to a shared (custom) role

Changing permissions to a specific Role means that all users in this role will experience new permissions.

⚠️Default Roles can not be edited, these are fixed roles within the system. The edit is concerning only custom roles that were created for you, or by yourself. 

You can always create your own custom role. Check out this article if you do not know how: 👉How to create a New User


  • Go to Menu Bar - Settings - Permissions:

 

  • Click on the eye icon next to the role you wish to edit:

 

  • In the pop-up that appears there are categories which you can open by clicking on the arrow down:

 

  • Clicking on the arrow down on one of the categories will give you all the permissions of that specific category. Toggle on or off to change the desired permission for that role:




  • Hit SAVE when you have changed the desired permission(s).