We are excited to share that VerticalChange now allows users to bulk-assign Form and Program permissions by Permission Set. This enhancement reduces the amount of time it takes to assign Programs and Forms to staff users.
Note: Only Account Owners will have the ability to set up the Bulk - Program and Form Permission Settings.
How to set up bulk-assign Program and Form permissions:
Go to Account.
Click on Permission Sets.
Click on Programs.
On the Programs tab, select all Programs to which that Permission Set should have access.
On the Forms tab, select all Forms to which that Permission Set should have access.
Repeat for remaining Permission Sets.
All staff users' access will now be updated to reflect the Programs and Forms granted by their Permission Set.
How to View/Edit Access for Individual Staff Users
On the staff user’s profile, you will see two columns under Programs and Forms:.
Direct Access Column: If a box is checked under "Direct Access", this means that the user was given access to that Form or Program manually.
Access through Permission Set Column: If the box is checked under "Access through Permission Set", this means that the Program or Form was given at the Permission Set level.
You will have the ability to add additional Program or Form access on an individual basis by going to their staff profile and editing the programs and forms in the "Direct Access" column.
If you need to remove a Program or Form granted at the Permission Set level, you will want to edit the Programs for the Permission Set. This is not able to be done on the staff user page. If you need to change access to individual users and not make changes to the entire Permission Set, you can create a new Permission Set or move the user to a permission set that does not have access to those programs/forms.
Assigning Access After Creating a New Form or Program
When creating a new Form or Program, you will need to be sure to update all Permission Sets that should have access to the new form once it’s created.
If users are part of a Permission Set that does not have Bulk Permissions set up, but they should have access to the new Form/Program, you will need to manually grant access like you currently do today.