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Change the permission set for users

Learn how to change the permission set for users via the web app.

Why change the permission set for users?

We understand that organizations are fluid, and a given team member's role in the organization can change with time. By changing the permission set for your users, you can always ensure that the right people have the right permission to use features within SafetyCulture, and make relevant changes where necessary.

Change a user's permission set

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Users.

  3. Click the user.

  4. On the "User settings" tab, click Edit iconChange permission set. Change a user's permission set via the web app.

  5. From the dropdown menu, select the permission set you want to change to.

You can only select from permission sets that are available to the user's seat type.

Bulk change users' permission sets

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Users.

  3. Check the boxes on the left-hand side of the users' names.

  4. At the bottom of the page, click Edit and select Lock iconPermission set.Bulk change users' permission sets via the web app.

  5. In the pop-up window, select the permission set you want to change to and click Update.

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