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Admin-Hub

Update User Permissions

Overview

This playbook covers how to update permissions for an individual user in Leadline.

Updating a user's permissions this way adjusts that specific user's individual access without changing their assigned role. Any changes made here override the permissions assigned by their role.

→ See 102 - Admin-Hub for more information on the Admin Hub and how to access it.

→ See 124 - User-Roles and 125 - User-Permissions for full product knowledge on how roles and permissions differ.

→ See 1116 - Configure-User-Roles for instructions on updating default permissions at the role level instead of for an individual user.

How Do I Update a User's Permissions?

  1. Clicking your initials in the top right of the screen and select "Admin Hub" from the dropdown.
  2. Navigate to the Users & Security tab.
  3. Find the user whose permissions you'd like to edit in the users table, click Actions next to their name, then select "Update Permission."
  4. The "Edit Permissions" modal opens for that user, showing their current Role and a "Reset to default" option. Select the tab for the area you want to adjust: Positions, Submissions, Landing Pages, Job Boards, CRM, Benefits, Messaging, Workflows, or Reporting.
  5. Within a tab, set each permission as needed. Controls vary by permission — for example, in the Positions tab, Create New Positions and Set Workflows for Positions are Yes/No choices, Edit Position Details, Edit Position Settings, Add and Remove Collaborators, and Create and Edit Application Forms are Yes/View Only choices, and View Positions is a choice between All Positions and From Assigned Workflows Only. Other tabs follow the same pattern of Yes/No and Yes/View Only controls for their respective permissions.
  6. Repeat step 4 for any other tabs you need to adjust for this user.
  7. Click "Save" at the bottom of the modal.

A confirmation message reading "User permissions updated successfully" appears once the changes are saved.

102 - Admin-Hub — Learn about the Admin Hub and how to access the Users & Security section 124 - User-Roles — Learn about user roles and how they differ from individual user permissions 125 - User-Permissions — Learn about user permissions and how they are structured 1116 - Configure-User-Roles — Instructions for configuring default permissions at the role level

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