Purpose: This guide covers the setup and management of Permission Groups in Kizen, allowing you to control team member 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 create a set of permissions based on a Team Member's role and information they need access to in Kizen. Permission Groups can be assigned to multiple 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 delete this information in this section of Kizen
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 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)
6. Click Save
This permission group can now be assigned to your Team Members.
Edit Permission Groups
1. Navigate to 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
Hint: Admin Permission group is default and cannot be edited
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
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
Hint: To allow users to integrate their inbox or send emails to contacts, ensure they have the 'Single Send' permission on the contacts object
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article