The processes for granting and revoking Plan permissions are described below. Note that, for ongoing ease of management, it is recommended that you grant permissions to groups rather than to individual users.

See the Plan Permissions Summary section below for a description of each Plan permission.

On this page:

Granting Plan Permissions

To grant Plan permissions:

  1. Navigate to the configuration for the desired Plan, as described on Editing a Plan.
  2. Click the 'Permissions' tab to display the Plan's current Permissions settings.
  3. Grant who has permission to access this Plan as described:
  4. Click the 'Save' button.

Revoking Plan Permissions

To revoke Plan permissions:

  1. Navigate to the configuration for the desired Plan, as described on Editing a Plan.
  2. Click the 'Permissions' tab (see screenshot below).
  3. Locate the relevant User / Group / Other (group of) users.
  4. Clear the check box of each permission that you wish to revoke from these (group of) users.
    (info) If you clear all permissions for a user or group, that user or group will be removed from the 'Permissions' page.
  5. Click the 'Save' button.

Screenshot above: Plan Permissions

Plan Permissions Summary

Notes

Related Topics

Editing a Plan
Granting Plan Permissions to Users or Groups