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Permission management

Last updated: January 2, 2024

Set default permission sets

Learn how to set default permission sets via the web app.

Why set default permission sets?

Setting default permission sets ensures that users are automatically given the correct permissions when added to your organization orwhen their seat type changes.This helps you avoid manually updating permissions each time and ensures consistent permission sets across your team.

Set default permission sets

  1. Log in to the web app.

  2. Click your organization name in the lower-left corner of the page and select Permissions.

  3. Click on the upper-right of the page and select Set default permission sets.

  4. In the pop-up window, select the default permission set for each seat type. Set default permission sets via the web app.

  5. Click Confirm.

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