Purpose: This guide covers the setup and management of Permission Groups in Kizen, allowing you to restrict or grant the team access to key areas and features. With Permission Groups, you can customize viewing, editing, and deleting rights based on roles, making it easy to manage user permissions and tailor access across your team.
TABLE OF CONTENTS
- Permissions Overview
- Add Permission Groups
- Edit Permission Groups
- Duplicate Permission Groups
- Delete Permission Groups
Permissions Overview
Permission Groups allow you to control a set of permissions for a subset of people and the information they need access to in Kizen. Permission Groups can be assigned to multiple roles and team members. Additionally, a team member can have multiple Permission Groups assigned to them.
Permission Areas are the various sections of Kizen. You can control how much access team members have to the permission area. There are 4 types of access:
None - user will not able to view this section
View - user will be able to see the information in this section of Kizen. They will not be able to make changes to this section
Create/Edit - user will be able to add new information and/or edit existing information. They will not be able to delete information
Delete/All - user will be able to create, edit, and delete information
Hint: Hover over the help icon to view more information on the permission
Business Development Representative - View Dashlets, View All Contacts, Create/Edit My Associated Contacts
Account Executive - Create/Edit Dashlets, View All Contacts, Create/Edit My Associated Contacts, Delete/All My Associated Contacts
Sales Manager - Delete/All Dashboard Administration, Delete/All Dashlets, Delete/All All Contacts
Add Permission Groups
1. Navigate to the Settings tab from the main toolbar
2. Click Team, Roles, & Permissions tab from the top menu
3. Click Add Permission Group
4. Name Your Group
5. Update the applicable Permission Area(s). Toggle on an item to enable access for that Permission Group, to restrict access - toggle the button off.
Objects will have a dropdown to further allow you to customize the accessibility of information within that object. Click on the white dot associated with the permission type you would like to enable.
6. Click Save
This permission group can now be assigned to your team members.
Hint: To allow users to integrate their inbox or send emails to contacts, ensure they have the 'Send Single Message' permission enabled under Contacts
Edit Permission Groups
1. Navigate to the Settings tab from the main toolbar
2. Click Team, Roles, & Permissions tab from the top menu
3. Under Permission Groups, find the Group you would like to edit and click "..." icon under the Actions column
4. Click Edit
Attention: The Admin permission group is default and cannot be edited
Note: Updates and changes to Permission Groups are reflected in Dashlets & Timeline
Duplicate Permission Groups
2. Click Team, Roles, & Permissions tab from the top menu
3. Under Permission Groups, find the Group you would like to duplicate and click "..." icon under the Actions column
4. Click Duplicate
5. This will create a new group with the same title and (copy #). To make changes to the name or permissions, follow the steps to edit Permission Groups
Delete Permission Groups
1. Navigate to the Settings tab from the main toolbar
2. Click Team, Roles, & Permissions tab from the top menu
3. Under Permission Groups, find the Group you would like to delete and click "..." icon under the Actions column
4. Click Delete
5. Click Confirm Delete. This will permanently delete the Permission Group
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