How to assign user permissions

Audience: front-end end users

Permissions are two steps: configure roles → give roles to members.

1. Configure roles (Permission Management)

1. Human Resources → Permission Management

![Permission Management]
2. Add or edit a role: fill in name, display name, description, type, level, and similar fields
3. Configure navigation menu permissions (which sidebar modules a member can see)
4. Configure resource permissions (actions on each data type)
5. Save. System roles usually cannot be deleted

2. Assign to a member (User Management)

1. Open User Management
2. Target member row menu → Set role
3. Choose the role. For department admin / team admin, choose the scope as prompted (departments including children, teams, and similar)
4. After save, ask the member to open Projects again and check the sidebar and actions

Notes

• Navigation permissions may be limited by the current project plan.
• Do not give everyday collaboration accounts a high admin role.