Edit permissions

Editing permissions provide flexibility when standard roles are too rigid for a specific user's needs.

Step 1: Manage the permissions

• Log in to the application.
• Click on the profile icon on the top right side of the navigation bar.
• Click on the “Roles” option.
• Click on the “Permissions” tab in the submenu.
• Select or search for the specific user to audit.
• Search for the required permission and explicitly set it to Allow or Deny.
• A visual indicator will appear to show that an “override” is active for that user.
• Click the Overrides filter to see changes made for that user.

Step 2: Run as user

• Click on the “Run as” button.
• Test permissions to ensure accurate permissions have been granted.
• Click on the “Exit Run As” button on the top right banner when complete.

For a cleaner organization, it is recommended to create a single "combination role" (like a "Volunteer" role) that merges the permissions of other roles, rather than assigning many individual roles to one user. This makes auditing and management much simpler.