Assigning Permissions

After you create a user or group, you must assign permissions. Permissions are rights to access different areas or features in Certify. Default permissions are not assigned to users. Certify administrators must assign permissions to users otherwise they will not be able to sign in to Certify.

To assign user and group permissions:

1. In the Navigation pane, click Users & Groups.

The Users & Groups window opens.

2. In the Navigation tree, click Users or Groups.

The users or groups appear in the Summary pane.

3. Select a user or group.
4. Click the Permissions tab.
5. Right-click in the tab and select Edit Permissions.

The Users/Groups Permissions dialog opens.

6. Select permissions for the user or group:

   Permission	Description
   No access	User has no access to Certify.
   Read access	User can view and export in Certify, but not create, edit, or import data.
   Write access	User can view, create, edit, import, and export data in Certify.

To select permissions for the entire row, select the top check box of each row.

7. Click OK.

The permissions are added and listed in the Permissions tab.

 

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