Once you have created or edited your Access Permissions, you must add these to the individual's profile to take effect. In this article, we will go over how to add permissions to your member's profiles individually or by mass managing your database.
Tip
When adding conflicting permissions the least of the permissions will take effect. For example, if you add two Access Permissions to a single user that have conflicting permissions the least (More restrictive) permission will take effect.
Add Access Permissions to a Profile (Individually)
- Log into Elvanto as an Admin.
- Hover over People and select All People.
- Search for the user you would like to grant access to.
- Select the user's profile.
- Locate the Access Permission area of the user's profile.
Note: ensure you are on the Edit tab of the user's profile if you do not see this area. Alternatively, you may not have access permission yourself to add this to another user. If the latter is the case please reach out to a Super Admin on your account. - Check all boxes that apply to this user.
- Select Save.
Add Access Permissions to a Profile (Mass Manage)
- Log into Elvanto as an Admin.
- Hover over People and select All People.
- Search for the user you would like to grant access to.
- Select the check box next to the user's name.
- Select Mass Manage.
- Select the Change Field option in Choose Action drop-down menu.
- In the top drop-down menu of the options that appear select Access Permissions.
- In the middle drop-down menu select Add, Remove, or Replace With.
- In the bottom drop-down menu select the Access Permission you would like to Add or Remove to all the selected users.
- Select Perform Mass Manage.
You are now able to set access permissions on the individual level user by user or by performing a mass manage. If you would like to edit your Access Permission check out this article, Add and Edit Access Permissions. If you have any further questions please reach out to our support team.