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How do I transition from user-specific permissions to role-based permissions?

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Written by Martijn van Mechelen
Updated over 2 weeks ago

It is recommended to make use of Roles. The use of roles makes it easy to assign multiple users predefined sets of permissions simultaneously.

To switch to using roles, perform the following steps:

  1. Define the custom roles that fit your organization, and then create them using the Roles tab

  2. Assign the roles (default and custom) to the users either via the Roles tab per role or via the Users tab per user

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