Manage Permissions for a Community

As a community administrator, you have the capability to customize security levels for both individual users and roles, determining their access and editing privileges within the community. Furthermore, you can empower selected users and roles with administrative permissions, enabling them to oversee and adjust security levels for all community members.

To manage permissions for a community:

  1. Go to the community that you want to manage permissions for.
    • To access a general community, go to the Activity Zone and use the Search Activity Zone field to search for Communities Maintenance.
    • To access a community associated with a project or enquiry, go to the project or enquiry and click the Tools tab.
  2. On the community page, click the Admin tab.
  3. To grant security permissions to a role or user, use the Add Role or Add User list to select the role or user that you want to grant permissions to.
  4. On the page for the role or user, select any of the following options:
    General Details Select Can View to enable the user or role to view the details of the community.

    Select Can Edit to enable the user or role to view and edit the details of the community.

    Contacts Select Can View to enable the user or role to view the list of contacts within the community.

    Select Can Edit to enable the user or role to view, add, and remove contacts from the community.

    Admin Select Granted to enable the user or role to manage security permissions for contacts and roles via the Admin tab.
  5. Click Save.