Goal
To change the global permissions granted to a system, contact or guest role in Engage.
Prerequisites
The role you wish to change is ranked lower than your own.
Your system role is granted the permission 113: System Administration: Change the permissions of lower system roles.
Background Information
Global permissions define access to system-wide functions and administrative features. They are assigned to system roles, and to a limited extent, to contact and guest roles.
System users can access a wide range of platform features. Contact and guest roles are restricted to managing their own accounts and cannot access the Engage interface.
Procedure
System Roles
In the Main Navigation, click User Management > Permissions > System-wide .
From the System Role drop-down list, select the system role for which the permissions should be changed.
⇒ The window shows the global permissions available to the selected system role. The permissions selected in the Granted column are already held by this role.Use the Category drop-down list to limit the number of permissions displayed by type.
Select a check box in the Granted column to grant additional permissions.
Deselect a check box in the Granted column to remove permissions.
Click the Save button.
⇒ Changes to the selected system role are saved. All user accounts that are assigned this system role have these global permissions.
Contact and Guest Roles
In the Main Navigation, click User Management > Permissions > Contact & Guest .
From the Role drop-down list, select the role for which the permissions should be changed.
⇒ The window shows the global permissions available to the selected role. The permissions selected in the Granted column are already held by this role.Use the Category drop-down list to limit the number of permissions displayed by type.
Select a check box in the Granted column to grant additional permissions.
Deselect a check box in the Granted column to remove permissions.
Click the Save button.
⇒ Changes to the selected system role are saved. All user accounts that are assigned this role have these global permissions.