Access Controls

Modified on Fri, 17 Jan at 7:57 AM

Access Controls give you the flexibility to define and manage which features are available to each user within your membership. By setting specific permissions, you can tailor access based on user roles or responsibilities, ensuring that each person only has access to the tools and information they need. This functionality allows you to customize user access levels, whether you want to grant full access, restrict certain features, or create specialized roles for different users. It’s an essential tool for streamlining user experiences and ensuring that each user has the appropriate level of access for their needs.

TABLE OF CONTENTS

Viewing Access Controls
Creating Access Controls
Assigning Access Controls

Viewing Access Controls

Each membership includes two predefined access control roles. These roles are view-only and can be selected when creating or editing a user.

Standard User: Includes all elements of your membership, excluding access to User Management and Reporting.
Standard Admin: Includes all elements of your membership, including access to User Management and Reporting.

Click the number in the Controls column to see a list of individual access selections.

For a more detailed view, click View to see each selection for every component.

Note: The access controls shown in the images above are for demonstration purposes only. Your membership may have different options. If you have any questions about your access control settings, please contact your Account Manager.

______________________________________________________________________

Creating Access Controls

On the Memberships page, select Access Controls for the membership where you want to create new access controls.

Next, click the (+) Access Control button.

This will take you to a page where you can:

Name your Access Control – Give your access control a descriptive name.
Add a description (optional) – Provide a brief explanation of what this access control does.
Select components – Choose the components you want to include and toggle on the elements you want to grant access to. As you toggle each element on or off, a preview will appear on the left, with the option to remove any selections.
Once you're finished, click Create Access Control to save your new access control settings.

After creating your Access Control, it will appear in your Access Controls list.

Click the number in the Controls column to view the elements you've selected.
Click Edit to modify the access control selections.
Click Delete to remove the access control.

______________________________________________________________________

Assigning Access Controls

Once your Access Controls are set you'll see them as options to select when adding and editing a user.

Navigate to the Manage Users section to learn more.