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

Open Users and Permissions

In your Impact Dashboard, click the Admin link [1]. Then click the Users & Permissions link [2].

View Users

View Users

In the User tab, you can view all your users, user permissions, feature permissions, and teams.

Edit Users and Permissions

Edit Users and Permissions

To edit a user, locate the sub-account admin on the Users page [1]. Then click the Options menu [2] and click the Edit User link [3].

Edit User

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

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

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

Access Level: Sub-account

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.

Save New User

Once all Feature Permissions are selected, click the Save User button.