Permission sets enable admins to manage user permissions with granular precision.
Overview
The "User Permissions" guide explains how to manage user access within Smarter Drafter using permission sets. It covers assigning permissions for different roles, customising access levels, and managing system functions efficiently.
Learning Outcomes
By using this guide, you will learn how to:
- Understand and configure default permission sets (Admin, Builder, Filler, Clause Bank roles).
- Create and customise new permission sets for different user roles.
- Assign, update, and remove user permissions individually or in bulk.
- Manage builder, filler, clause bank, and admin-level permissions effectively.
The User Permissions Migration Guide outlines the changes from current state to future state that will occur.
Note: The enhanced feature described in this guide is scheduled for release on 27th March, 2025. This document is intended to enable you to prepare for the changes ahead and circulate information to your system administrators.