Add or edit permission set

Control user access by creating and changing permission sets from the Permission Sets page.

You can also copy and delete permission sets from the Permission Sets page.

Open the Permission Sets page: select Menu → User Management → Permission Sets.
Select one of these actions.
- Add a permission set:
  1. Click New Permission Set.
  2. Type a unique name for the new permission set.
  3. To immediately assign specific users to this permission set, select their user names in the Users section.
  4. To map any Active Directory or Entra ID groups to this permission set, select the server from the Server Name list, then click Add.
  5. If you added any Active Directory servers that you want to remove, select them in the Active Directory list box, then click Remove.
  The XML file contains only roles with a defined level of permissions. If, for example, a Permission Set has no permissions for queries and reports, no entry appears in the file.
- Edit a permission set:
  1. Select a permission set to change.
  2. Type a unique name for the new permission set.
  3. To immediately assign specific users to this permission set, select their user names in the Users section.
  4. To map any Active Directory groups to this permission set, select the server from the Server Name list, then click Add.
  5. If you added any Active Directory servers that you want to remove, select them in the Active Directory list box, then click Remove.