You can add or edit permissions by editing a unit (formerly organizational unit). You must be a superuser or an Assessment Manager in a unit to perform this action.
- Navigate to the Settings page and click the Organizational Units link.
- To add an individual to an unit, click the edit button (which looks like a pencil) next to the unit name in the table.
- From here, you can edit the name, code and parent of a unit. To add a person to the unit, click the Permissions link.
- Click the + sign to add a new permission. Start typing in the search box to find the person, then choose the desired role from the drop-down list. You can add as many permissions as needed, then click Save. (Note that each individual person may be assigned more than one role in a unit.)
- To remove a permission from the unit, click the trash can icon next to the permission you want to remove, then click Save.
- You can upload multiple permissions using a CSV file. On the Organizational Units section of the Settings page, next to the upload CSV button is a button that lets you upload permissions.
See also: Reference: CSV Upload