Ambition Permission Sets

There are three Permission Sets: Admin, Manager, Employee.

Admin cannot be changed and includes all available individual Permissions.

Manager and Employee can both be customized to your organization's needs.

How do I assign or customize Permission Sets?

How do I customize Permission Sets?

How do I assign Individual Permissions?

How do I assign Manager or Admin Permission Sets to a specific User?

Customize the User or Manager Permission Sets

1. Open the left navigation and click Administration > People > Permissions.

2. Check or uncheck desired boxes beneath the Manager and Employee headers to customize the Permission Set as a whole.

3. Click the green Save All Permissions button.

Assign Individual Permissions

1. Open the left navigation and click Administration > People > Permissions.

2. Scroll to the bottom of the Permissions page and click the Add Permission button.

3. Select an Account and Individual Permission.

Further customize the exact Permission level you desire the User to have if prompted.

4. Click the green Save button.

Assign Manager or Admin Permission Sets to a specific User

1. Open the left navigation and click Administration > People > Users.

2. Search for your User in the top right box labeled Search.

3. Once you've found the User you'd like to edit, click the  icon in the rightmost field of the User's row.

4. Locate the Permissions options, and check or uncheck the desired Permission.

5. Click the green Save Changes button at the bottom of the User's settings.

If you need to update several Users, save time by updating multiple Users at once.

*Managerial Permissions can also be granted right in the Group Editor.