Note: A user should have administration access/permission to accomplish this.


To grant or restrict data access to a user, please follow these steps:

Step 1:

After logging into the platform, click the dropdown menu on the More button located on the far right of the top tab and choose Administration from the options.


Step 2:

This will open the Administration screen. In the System section, click on Users.


Step 3:

Click the 'Setup User Access' icon on the User you want to grant this data access.


Step 4:

This will open the User Access screen. To select which data access should be given or limited to the user, click on the tick boxes under each permission. 


To add a site to the user permissions, click on +Add button at the bottom of the existing sites then select the sites on the drop down list.


Step 5:

To delete permissions given to the user , you can click the Delete icon as shown below.