Change Global Permissions

Goal​

To change the global permissions granted to a system, contact or guest role in Engage.

Prerequisites​

• The role you wish to change is ranked lower than your own.

• Your system role is granted the permission ​113: System Administration: Change the permissions of lower system roles​.

Background Information​

Every user account in Engage is assigned a system role. This role assignment determines which permissions apply to the account.

System roles control:

• Which system-wide Engage functions the user can use.

• What system information the user can view.

You manage global permissions for contact and guest roles separately from system roles. System users can log into Engage and access a wide range of features. Contacts are generally restricted to features that let them manage their own account. Many of the permissions that are available to system users are not available to contacts.

• To change global permissions for a system role, see System Roles​.

• To change global permissions for a contact or guest role, see Contact and Guest Roles​.

Procedure

System Roles

1. In the ​Main Navigation​, click ​User Management​ > ​Permissions >  ​ System​-wide .

2. From the ​System Role​ drop-down list, select the system role for which the permissions should be changed.
   ⇒ The window shows the global permissions available to the selected system role. The permissions selected in the ​Granted​ column are already held by this role.

   

   Use the ​Category​ drop-down list to limit the number of permissions displayed by type.
3.  Select a check box in the ​Granted​ column to grant additional permissions.
4. Deselect a check box in the ​Granted​ column to remove permissions.
5. Click the ​Save​ button.
   ⇒ Changes to the selected system role are saved. All user accounts that are assigned this system role have these global permissions.

Contact and Guest Roles

1. In the ​Main Navigation​, click ​User Management​ ​ > ​Permissions​ > ​Contact & Guest ​.

2. From the ​Role​ drop-down list, select the role for which the permissions should be changed.
   ⇒ The window shows the global permissions available to the selected role. The permissions selected in the ​Granted​ column are already held by this role. 

   

   Use the ​Category​ drop-down list to limit the number of permissions displayed by type.
3. Select a check box in the ​Granted​ column to grant additional permissions.
4. Deselect a check box in the ​Granted​ column to remove permissions.
5. Click the ​Save​ button.
   ⇒ Changes to the selected system role are saved. All user accounts that are assigned this role have these global permissions.

Related Topics​

Permissions​
System User Roles and Types​
Contact and Guest Roles​
Global Permissions​