In order to assign permission to a "Restricted" user to view a specific firm, product, project, or template please follow the below instructions if you are an Admin user:
- Click on your initials on the bottom left-hand corner and navigate to "Users & Teams."
- Search for the User and click on it.
- Scroll down to the "Permissions" section and use the search box to verify if the user has access to the firm, product, project, or template.
- If the user does not have access, click on the plus "+ New Permissions" on the right to give permission.
- Fill in the details as follows :
Permission mode : Select the relevant permission mode, usually "Exclusive."- Exclusive: This permission mode ensures access is only granted to authorized users/teams for specific entities, templates, and projects within the app. These users cannot access anything else they do not have permission for.
- Everyone: This permission mode ensures that all restricted users can access any entity, template, and project within the app that doesn't have specific permission settings.
- Everyone Except: This mode grants access to everyone except these users/teams.
- Entity Type : Select whether you would like to assign permission for a firm, product, project or a template
- Select Entities: Select the entities.
- Access Level: Select the access level the user should have for the selected entities.
- Owner: If you want the user to have full access to the entity.
- Contributor: If you want the user to have limited access to the selected entities (only edit access).
- Viewer: If you want the user to have only view access to the selected entities.
- Other custom accesses: Select if you want the user to have other custom access created in the "Access Levels" tab.
- Save : Click save to save the permissions.
- Fill in the details as follows :
Please note that you can also assign permissions to the relevant "Team" instead of assigning permissions to an individual user if multiple users are involved.