Permissions groups allow you to control what a user can see and do in their Sendible dashboard. For example, if you don't want users accessing the 'Reports' area of the dashboard, you can set up a permissions group that removes that from their account. You can apply a permissions group to one or more users.

Create a permissions group

1. Click on your username at the top right of any page and then select Manage users in the menu.
2. Select Permissions from the menu on the right-hand side of the screen.
3. Click on the plus icon.

   

4. Give your permissions group a name. This can refer to the type of users those permissions will be applied to, such as ‘Content writers’, or perhaps the types of permissions being granted, such as 'Reports only'.

   Once you’ve given your group a name, click the OK button.

   

5. Choose the features you are granting permission for and click Apply to save those choices to the new permissions group.

Apply a permissions group

1. To apply a permissions group to a user, edit the user from the 'Manage users' view and click the Workflow tab.
2. In the 'Permissions' field, select the desired permissions group for the user.
3. Click the Update User button to save.

Manage permissions groups

1. Click the More button if you want to rename the displayed permission group.

   Or choose to clone a permissions group as a starting point for a new group.

   

2. You can delete a permissions group by clicking on the bin icon. You will see a warning box asking you to be sure you want to completely delete the permissions group as this cannot be undone.

   

   Note: You cannot delete the default permissions group, even if you've renamed it.
3. You can use the Select All option to set the permissions options to all available, or completely deselect the currently chosen settings.

Example

In this example, the 'Client Permissions' permissions group cannot work with reports or profiles or view the Priority Inbox and Social feeds, but they can create and schedule posts.

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