Objective:

• Assign user permissions by area

Environment:

• PolicyStat

Additional Information:

One key responsibility of Site Administrators is to manage users and user permissions.

This interactive tutorial examines the process of setting and editing user permissions by Area (instead of by user) within PolicyStat.

For a description of each of the levels of permission, see this article. For more on editing Areas, see this article.

A quick disclaimer that some terms may differ for your location, but the concepts are universal. Area may be known as Policy Area, Department, Category, etc. on your PolicyStat site.

Procedure:

Click here to view this video with closed captions.

1. Click the Admin tab
   
2. Click Areas
   
3. At the end of the table listing all Areas, click the Edit link on the row corresponding to the Area to be edited.
   
4. Scroll past the Area Settings to locate Area Permissions.
   
5. Type user names into the corresponding categories to assign permissions. For more on permissions and user roles, see this article.

This article applies to the following user roles: