Overview 

Permissions can be applied to users to limit access and visibility to pages, actions, and data points within Parallax, to make sure everyone has the right access.

What are Permissions? We’ll break down just what exactly Permissions are, and the default Roles they apply to.
Where do I find Permissions? Here we will tell you where you access permissions and how to edit them.
Managing Permissions

In this section, we'll break down the nuts and bolts of how to actually do things like give or take Permissions.

What are Permissions?

The permission settings and names are editable, however there are 5 default permission levels, covering 24 total permissions:

  • Admin - Can see and and edit everything in Parallax
  • Trusted - Can see and edit everything in Parallax, except for Settings
  • Owner - Can see and edit everything in Parallax, except for Settings and Insights
  • Contributor - Can edit project details, but can see everything except Settings and Insights
  • Employee - Can not edit projects, but can see everything except Settings and Insights

Where do I find Permissions?

Permissions can be found under Settings > Permissions:

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Managing Permissions

There are several different things you can do to manage permissions from the Settings > Permissions page, including adding new permissions levels, deleting a permission level, editing permission levels.

To add new permission level:

  1. Click on Settings
  2. Click on Permissions
  3. Click Add New (Green Button)
  4. Enter name of permission level
  5. Click Save

Delete a Permission:

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  1. Click on Settings
  2. Click on Permissions
  3. Click on the three vertical dots next to the permission level
  4. Click Delete
  5. If any users are assigned the deleted permission, you'll also need to select a new permission level to reassigned those users. 
  6. Click Submit

Edit an existing permission:

  1. Click on Settings
  2. Click on Permissions
  3. Click on the Role you would like to change the permissions on
  4. Click on the permission check boxes you would like to add or remove
  5. Click Save

Add a Permission:

  1. Click on Settings
  2. Click on Permissions
  3. Click Add New
  4. Name the New Permission and click Save
  5. Select the individual permission options you want to give users access to

Parallax Tip: Where do I assign a Permissions level to a user?

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Changing the Permissions level of an existing user is done through the Settings > Users page, rather than Settings > Permissions:

  1. Click on Settings
  2. Click on Users
  3. Click on the three vertical dots on the right side of the user list
  4. Click Edit
  5. Under Roles, choose the desired permissions

Note: Users are individuals who are given access to log into Parallax and have access to some or all views within Parallax. This is separate from individuals who will only log time to a project or projects. 

Note: There is no fee or cost to you to add a user to Parallax. 

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