Learn how to manage your users with permissions, permission groups, and customizable settings.
User Types: Regulators, Sponsors & Employer Administrators
Permissions
Permissions can be configured for all user types.
- These are referred to as Type-Level Permissions (TLP).
Step 1: To configure the TLPs for your account, visit your Settings & Permissions page by clicking the link that corresponds to your user type below.
Step 2: Once you're there, select the tab labeled Users.
Step 3: From there, select the user type you'd like to modify (Sponsor account shown).
Step 4: Once you've made your selection, simply find the permission you'd like to modify and change it.
- Note: Type-Level Permissions apply to every user of a given type in your domain. For example, if you set change applicant permissions as a regulator, this configuration will be set for each applicant within each of your Sub-Sponsors.
Permission Groups
Unlike Type-Level Permissions, Permission Groups determine permission configurations for individual groups of users.
- These are referred to as Account-Level Permissions (ULP). To create a permission group, follow this tutorial.
By allowing you to set permissions on an account-by-account basis, Permission Groups allow administrators to add another level of granularity to their configurations.
- Note: Permission Groups will supersede Type-Level Permissions.
How to Customize Settings & Permissions
- Regulator and sponsor users have the ability to manage settings and permissions for all other users.
- They also can authorize this functionality for administrators.