How Permissions Work in Canopy
Permissions in Canopy control what users can see and do across the platform. Permissions are managed using permission sets, which are assigned to users.
Permission Sets and Permissions
A permission set is a collection of individual permissions.
Each permission can be toggled on or off within a permission set.
Permission sets are assigned to users.
Users inherit access based on the permissions enabled in their assigned permission set.
This allows firm admins to ensure users only have access to the features and data they need.
Editing Permission Sets
Default permission sets cannot be edited.
To customize permissions:
Create a copy of the default permission set
Edit the copied permission set as needed
Assign the updated permission set to users
This ensures the original default permission sets remain unchanged.
Where Permissions Are Managed
To manage permissions:
Go to Settings
Select Access and Permissions
Choose a permission set
Toggle individual permissions on or off
Changes take effect immediately for users assigned to that permission set.
How Permissions Interact
Some permissions depend on other permissions being enabled.
For example, certain client permissions are only available when broader client access is turned on.
Turning one permission off may automatically disable others.
This prevents users from accessing features they no longer have permission to use.
Permissions may also be limited by a user’s license type.
If a user does not have the required license, enabling a permission will have no effect.