There are four ways to assign the required permissions to office users in your Cloud account.
#1 Assign users to built-in user groups
Cloud includes two built-in User Groups: Administrator and User. The Administrator group has access to all functionality on Cloud. The User group has access to only some parts of Cloud functionality.
When inviting a user, you will be asked to assign them to the Administrator or User group. You can assign them to any group as you deem fit.
#2 Assign custom permissions
When inviting a user, you can assign custom permissions without associating them with any existing user group, including the built-in Administrator and User groups.
To do this, click "Customize permissions" in the Invite Office users modal, then select the required permissions.
#3 Move users to sample user groups
Cloud includes 4 sample user groups with preset permissions:
Accounting (Sample User Group)
Inventory (Sample User Group)
Project Manager (Sample User Group)
Sales (Sample User Group)
You can move users to the appropriate sample user groups, adjust group permissions as needed, and rename the groups.
Check out this article for more details.
#4 Move users to custom user groups
Cloud allows the creation of custom user groups. A custom user group can be assigned a specific set of permissions relevant to the users' role in your business.
Once you have finalized and created the custom user groups you need, you can move users from built-in user groups and those with custom permissions to the relevant custom user groups.
To move a user to a custom user group, click the 3-dot menu of the user, click "Edit," and select the group from the Group dropdown.
