PWF Quick Tip: Changing Permissions

July 4, 2017

It’s Rachel’s first day on the job and being a new staff member you don’t want her to accidentally modify or delete anything important. Well, good news here’s a quick tip on how you can change permissions for different users.
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  1. In ProWorkflow in the top tabs click on “Settings”
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  2. On the left-hand side under “Company” click on “Users & Permissions”
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  3. Under “Staff” click on the staff member you wish to change the permission of.
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  4. Down the bottom, there is an option for Custom Permissions. Check this box
    Note: This will allow you to adjust permissions on the right-hand side
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  5. Click on a Permission and “Add Edit Del” should appear. You are able to turn these permissions on and off accordingly.

    project check boxes

    e.g. if you don’t want Rachel to edit or delete things, uncheck the boxes and she will not have access to these actions.

If you have any more questions or want to learn more tips and tricks get in touch with us!