Setting Access Permissions

By default, you as the program owner have full control over the program. However you may want others to be able to view and maybe edit and publish your program. To allow other users access to your program:

1. Click the Permissions icon in the sidebar.

   The Permissions page opens listing all the users who currently have an access permission for this program.

   
   Figure 1 - Example of the Permissions page

   In the event the user list is extensive you can search for the desired user. Start typing characters into the Search field; the list is filtered as you type to present only those users whose user name or user id starts with the typed characters. If the user name comprises multiple words, then each word is checked.

2. To add a user to the list, click Add Users.

   By default, a list of the users in your company opens.


Figure 2 - Example of the Add Users overlay

3. Select the user or users you wish to allow access to your program, then click Add.

   Again, if the user list is extensive you can search for the desired user.

The overlay closes and you are returned to the Permissions page. The selected users are added to the list with the default access of Read only, and you can now change this access and/or provide Publish permissions as required. You can apply permissions individually to specific users, or if you have a number of users who require the same permissions you can perform a bulk application. Note that only users in the list will be able to access the program; all other users will not see the program listed in their Program list.

Changing the Permission for a Specific User:

1. Click the down-arrow beside the current permission in the Access column to open the drop-down list.

   
   Figure 3 - Changing the access permission for a user

2. Click on the desired permission to select it.

   The drop-down list closes and the selected permission is applied to that user.

   • To allow a user to publish the program, check the relevant box in the Publish column.

   • To revoke all access to the program for a user, remove the user from the list by clicking the button.

   • To change the access permissions for a number of users simultaneously, select the users by clicking in the boxes at the left end of the applicable rows, then click Apply to selected and select the desired permission.

Adding Users Who Are Registered with a Different Company:

1. Click the down-arrow beside the Add users button and select Add users from another company.

   The Add users…​ overlay opens.

   
   Figure 4 - The Add users from another company overlay

2. Copy the user key for the user into the field and click Add.

To add multiple users, copy their keys into the field onto separate lines.