The Permissions section inside of the Admin Portal enables administrators to give individual users access to advanced modules, such as Moxo’s reports, the audit trail, and content library.
Accessing the Permissions Section
1. In order to access the permissions page, navigate to your admin portal by clicking on the Admin button from the top bar.
2. Inside the admin portal, click on Permissions from the left navigation menu.
Viewing Users with Permissions
1. In order to view which users have permissions for each feature, click on the ‘User’ icon to the right of the feature.
2. A side panel will pop out on the right right, containing a list of all users with permission to access the feature.
Giving Users Permissions
1. In order to give a user permissions to a specific feature, click on the ‘User’ icon to the right of the feature.
2. A side panel will pop out on the right right, containing a list of all users with permission to access the feature.
3. For the Reports and Audit Trail features, you will be able to give all administrators in your org access by toggling the Include all Admins switch to ‘On’.
4. For the Content Library feature, you will have the option to give all internal users access by by toggling the Include all Internal Users switch to ‘On’. Please note that this switch will be toggled On by default.
5. To give specific internal users access to these features, click on Add Users at the bottom.
6. Search for the specific users you would like to add. You can select them from the drop down menu. You can add multiple users at one time.
7. Once you have included all the desired users, click Add.
Removing User Permissions
1. In order to remove a user’s permissions, click the ‘...’ ellipsis icon next to the specific feature.
2. Click Remove User from the drop down menu.
3. A side panel will pop out on the right. Select the user(s) you would like to remove permission for by checking the box next to their name.
4. Once checked, click Remove at the bottom. The users selected will be removed.