Permission Groups

Administrators manage Setup > Permission Groups. Groups grant the actions a user can perform. A user can belong to more than one group; their allowed actions are combined.

Create or edit a group

1. Open Permission Groups and click the plus button.
2. Enter a Title and click Add Group.
3. Open the group and select the permissions needed for that role.
4. Click Update Group.

Permissions include viewing quotes and invoices; adding, updating and deleting business records; managing users; expenses; reports; call logs; calendars; workflows and forecasts; and co-consultants. Grant the particular actions needed rather than assuming that permission to view a record also permits editing or deletion.

The built-in Administrator group grants full permission access and cannot be edited through the normal group form.

Assign a group

Open Setup > Users, select the user and find Permission Groups. Click the plus control, select a group and click Update User. Use the group's red bin icon to remove that membership.

After changing access, have the user sign out and back in so their login reflects the updated permissions.

Sick day access

View Sick Days controls access to the Sick Days page and record details. Manage Leave Requests and Sick Days additionally allows adding, updating and deleting sick days. Someone who needs to manage sick days needs both permissions; management permission alone does not open the page.

Ownership still matters

Some project actions also check ownership. For example, putting a stage on hold requires the project's owner. Administrator access does not make someone the project owner or bypass that particular ownership rule.

If a user cannot perform an action, check their groups, the specific permission and any ownership requirement.