Creating permission sets

Permission sets are used to prevent specific user or user groups from seeing things within the system that are not relevant to their position, or sensitive information that they would need to be admin to see. To set permissions, you need to go to Settings > Team > permissions.

At the top right, click on add permission set.

Once you do this, you can click through each section and check off what you want the users who are assigned to that permission set to see, do and interact with when they’re inside workroom. Be sure to name the permission set at the top so you can easily identify the group.

Once you add the name at the top, start filtering through each of the sections and turn on, or off the permissions for each module. Save and apply the permission set when adding a new team member, or edit existing team members and apply the new permission set to existing members.