When you need to give a user or group access to an environment, this method allows you to set their permissions and, if needed, grant Environment Admin access. This ensures the right people can work effectively while keeping sensitive areas protected.

Permission Levels & Environment Admin License Overview

These are the permissions you can assign to a user or group within an environment:

  • None
    No pre-determined permissions
  • Read Published
    View only the published version (no editing or drafts)
  • Read Latest
    View all versions (no editing or deleting)
  • Write
    View and edit all versions (no deleting)
  • Delete
    View, edit, delete, and manage object security
  • Environment Admin License
    Full access and control in the environment

Managing Permission & License Through Users or Groups

1. Open Security Settings

  • To manage users, go to System AdminUsers tab.

  • To manage groups, go to System AdminGroups tab.

  • Find the user or group you want to manage.
  • Click the icon.

2. Add an Environment

  • In the search box, start typing the environment name.
  • Select the correct environment from the suggestions.

3. Assign Permission / License

  • To make the user or group an Environment Admin, check the box.
  • Otherwise, use the Environment Permission dropdown to select a specific permission level.
  • To apply these permissions to all objects within the environment, click Apply to All Objects.

4. Remove Access

  • Click the icon next to the user or group.

Managing Permission & License Through the Environment

1. Open Security Settings

  • Go to System AdminEnvironment tab.
  • Find the environment you want to manage.
  • Click the button to add/edit groups, OR the button to add/edit users.

2. Add a User or Group

  • In the search box, start typing the user or group name.
  • Select the correct one from the suggestions.

3. Assign Permission/License

  • To make the user or group an Environment Admin, check the box.
  • Otherwise, use the Permission dropdown to select a specific level.
  • To apply these permissions to all objects within the environment, click Apply to All Objects.

4. Remove Access

  • Click the icon next to the user or group.

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