Skip to main content
Skip table of contents

How to Adjust Permissions for an Admin

  1. At the top of your screen go to File → Administration



  2. Click to highlight the admin whose credentials need modified. Scroll through the list of permissions on the right-hand side of the window. There are multiple different permission options for each task. In some cases, you may want an admin to be able to view a section but to not make any changes. In this case you would just click on the View box. Other options include the ability for an admin to Add/Change/Delete records, and to Print. You can give the appropriate permissions to each admin. You also have jump button to Turn On All Permissions/Turn Off All Permissions for all sections and for each individual section as well. 



  3. Save all your changes at the bottom of the window. 





JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.