How do I edit the permissions of an existing user in the Impact Dashboard?
You can edit permissions and assign permission groups to existing users.
Note: This feature is only available to Canvas customers.
Open Users and Permissions
In your Impact Dashboard, click the Settings icon [1]. Then hover the cursor over the Users & Permissions menu [2] and click the Users icon [3].
View Users and Permissions
In the Users page, you can view all your users, user permissions, feature permissions, and teams.
Edit Users and Permissions
To edit a user, click the Options menu [1] and click the Edit User link [2].
Edit User
Select the Feature Permissions Settings menu [1] to enable Access Level: Cluster, Access Level: Instance, and Access Level: Sub-Accounts to change feature permissions [2].
Access Level: Cluster
Select the Feature Permission Groups drop-down [1] and select the checkbox(es) next to the profile(s) to grant Cluster access level [2].
Access Level: Instance
Select the Feature Permission Groups drop-down [1] and select the checkbox(es) next to the profile(s) to grant Instance access level [2].
Note: Only the selected tabs will be visible to the user.
Access Level: Sub-accounts
Click the add button [1] to add a new sub-account. Select the Sub-account drop-down [2] and select the sub-account [3] to you would like to associate with a profile.
Select the Feature Permission Groups drop-down [4] and select the checkbox(es) next to the profile(s) to grant sub-account access level [5].
Note: You can add multiple sub-accounts to one user using the add button. This grants the user the ability to choose which specific sub-account(s) they want to be visible to them.
Once all Feature Permissions are selected, click the Save User button.
