Manage permissions

Permissions dictate user access controls within the ValidMind Platform, and are associated with specific roles. Assign granular permissions to roles according to your organization’s custom requirements.

Prerequisites

• You are logged in to ValidMind.
• Roles must exist in order to be assigned permissions.¹
• You are a Customer Admin or assigned another role with sufficient permissions to perform the tasks in this guide.²

¹ Manage roles

² Default permissions

Steps

ImportantWhen assigning permissions to roles, ensure they align with the role’s intended responsibilities and access requirements.

Note that the Customer Admin role is a ^Locked role with the highest level of access and, as such, cannot be modified.³

³ Manage roles

1. In the left sidebar, click Settings.

2. Under Users & Access, select Permissions.

3. Add or delete roles from a specific permission:

   • To assign a role to a permission, click , then select the role from the drop-down menu.
   • To remove a role from a permission, click next to the specified role.