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How to Set Up Permission Groups

Learn how to control what your team can see and do by creating custom permission groups.

Written by Benjamin
Updated over 3 weeks ago

Permission Groups allow you to control access across your workspace.

You can decide who can:

  • View data

  • Edit settings

  • Manage users

  • Access tools

Step 1: Create a permission group

Go to Settings → Permission Groups.

Click Create Group and give it a name (e.g., Admin, HR, Moderator).

Step 2: Assign permissions

Choose what this group can access, such as:

  • Member management

  • Activity logs

  • Ranking tools

  • Settings

Step 3: Assign users

Add users or roles to your permission group.

Once assigned, their access updates immediately.

Best practices

  • Keep permissions minimal (only what’s needed)

  • Separate roles clearly (HR vs Admin vs Moderator)

  • Avoid giving full access to everyone

Troubleshooting

If a user can’t access something:

  • Check their assigned permission group

  • Verify permissions are enabled

  • Refresh their session

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