What's in this Article
Custom access and permissions allow users to seamlessly accommodate their needs by limiting user access to specified features. By default, only Admin users can create custom permission sets to start.
Additionally, you can view permissions in pre-existing permission sets to understand the access levels and restrictions defined for each set.
Create a Custom Permission Set
1. Navigate to your Settings in Canopy.
2. Click Access and Permissions in the left-side column.
3. Click Add permission set.
To create a custom permission set, you can duplicate a previously created or default permission set. After duplicating, rename the set to reflect its purpose, adjust the permissions as needed, and save the changes.
4. Enter a Permission set name.
5. Explore each toggle setting and select which permissions to apply to the set.
All permissions are Inactive by default.
Activate a permission by changing the associated toggle to Green.
Note that marked permissions will only be active if you have purchased the associated license.
6. Click Save to add the customized set to your Access and Permissions list.
To assign team members to your customized permission set, refer to the Assign Permission Sets to Team Members guide.
Note: After assigning a custom permission set, users must log out and back in for the changes to take effect.
Edit Permissions for a Previously Created Set
To view the permissions assigned to an existing permission set:
Navigate to Settings → Access and Permissions.
Click on the desired permission set from the list.
Review the permissions to see which are enabled and which are restricted for that set.
This process allows you to understand the access levels and restrictions defined for each permission set.
1. Navigate to your Settings in Canopy.
2. Click Access & Permissions in the left-side column.
3. Click on the permission set you want to edit.
Canopy's premade permission sets cannot be edited. However, you can duplicate one of the sets and then edit the duplicate.
4. Change all necessary permissions toggles.
A Green toggle activates that permission for the associated set.
A Grey toggle deactivates that permission for the associated set.
5. When finished, click Save.
Common Use Cases for Customization
Here are some examples of how custom permission sets can be used:
Restricting Client Access While Allowing Internal Time Tracking: Duplicate the "Staff (Assigned Clients, No Billing)" set, enable Internal/Non-Billable Time, and assign it to part-time staff.
Limiting Data Deletion Rights: Create a custom set that restricts data deletion while allowing other administrative tasks.
By customizing permission sets, you can align user roles with your organization's operational requirements.