How do I change a User's permissions to functionality or data?
Log in with your iluminr credentials.
In the vertical menu, select Settings
On the left-hand side, under Configuration, select Role Sets.
Locate the Role you want to enable access for the Document Folder or Contact Group, and click the Pencil icon to edit. Note the role will have an Access Level of limited, even if all members of the team previously had full access. This is because you have created your new folder or group.
At the bottom of the page, you will see the sections Contact Groups, Documents & Folders. The folder or group that you have created will be deselected. Select the checkbox next to the folder or group and click Submit.
Repeat this process for every role that you wish to give permission to.
Learn more about Users and Admin Users at 3. People Management - Users.
Contact the iluminr Customer Success Team by clicking the button above.