Permissions Settings

The Permissions tab is where you manage users, permission levels, and portfolio assignments for your organization. Use this section to control who has access to the platform, what actions they can take, and which portfolios they are allowed to work.

Users

The Users section displays the members of your organization who have access to the platform.

From this section, administrators can:

• search users by email or phone number

• filter users by permission type

• review assigned roles and capabilities

• edit user information

• view user records

• remove users

• add new users

This view helps administrators manage access centrally and keep user records current.

Add New User

The Add New User flow allows administrators to create a new account and assign a permission level.

Basic Information

• Email Address

• Phone Number

• ACA Registration

• Permission Level

Address Information

• Street Address

• City

• State

• Postal Code

• Country

This allows organizations to create accounts with the information needed for operational and compliance purposes.

Permission Levels

The Permission Levels section is used to manage role-based access across the platform.

Permission levels determine what a user is allowed to do, such as whether they can manage users, oversee collectors, or access specific features.

Examples may include administrative roles and collector roles.

Portfolio Assignments

The Portfolio Assignments section is used to control access by portfolio.

This helps organizations ensure that users only work the account groups or portfolios assigned to them.

Best Practices

• Assign the least privileged access necessary for each user

• Review permission levels regularly

• Remove inactive users promptly

• Use portfolio assignments to limit unnecessary access

• Standardize roles across teams so permissions remain easy to manage

Summary

The Permissions tab helps administrators manage platform access in a controlled and organized way. By setting clear roles and assignments, teams can protect account data while ensuring the right users have the tools they need.