Step 06 - Grant User Access to Features and Data

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By PATH by Simplex Support Team

updated 4 months ago

HOW TO GAIN ACCESS TO FEATURES AND DATA:

1). Click: ‘SETTINGS’ TAB in the left menu column

2). Under ‘Users and User Permissions’ click ‘Show All Users’ (if the user does not appear on the list you may use the blue ADD button at the top right corner of the screen to initiate a new user invite)

3). Click: on user’s name and then carefully select the FEATURES you wish to authorize for that user by checking the boxes to the right of features.

4). Below 'Features' find ‘User Permissions’ and click ‘Data Scope’ drop-down (be mindful of different data categories and repeat the process below for each category)

5). Carefully select one data category at a time to grant multiple data access permissions (be mindful not to grant visibility to data you wish the user not to have access to)


USER AND GROUP SETTINGS:
You can assign SETTINGS either by User or Group. If you assign settings by Group, please make sure each User's Settings are all unchecked. The Group Settings will apply to each User that is added to the Group.

If you do not uncheck all the User Settings, the User and Group Settings will apply to each User.

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