Customize Access and Permissions
Updated over a week ago

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.

Create a Custom Permission Set

1. Navigate to your Settings in Canopy.

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2. Click Access and Permissions in the left-side column.

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3. Click Add permission set.

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Alternatively, you can Duplicate a previously created permission set and then edit it.

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4. Enter a Permission set name.

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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.

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6. Click Save to add the customized set to your Access and Permissions list.

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To assign team members to your customized permission set, refer to the Assign Permission Sets to Team Members guide.

Edit Permissions for a Previously Created Set

1. Navigate to your Settings in Canopy.

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2. Click Access & Permissions in the left-side column.

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3. Click on the permission set you want to edit.

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Canopy's premade permission sets cannot be edited. However, you can duplicate one of the sets and then edit the duplicate.

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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.

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5. When finished, click Save.

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