There are three ways to assign the required permissions to office users in your Cloud account.
1 - Assign users to built-in user groups
Cloud comes with 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 have the option to assign them 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 and select the required permissions.
3 - 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 ones 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.
