How to Assign Permissions to an Organizational Unit

You can add or edit permissions by editing an OU. You must be a superuser or an Assessment Manager or IT Staff in an OU to perform this action.

1. Navigate to the Settings page and click the Organizational Units link.

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2. To add an individual to an OU, click the edit button (which looks like a pencil) next to the OU in the table.

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3. From here, you can edit the name, code and parent of an OU. To add a person to the OU, click the Permissions link.

    

4. Click the + sign to add a new permission. Start typing in the search box to find the person, then choose the desired role from the drop-down list. You can add as many permissions as needed, then click Save. (Note that each individual person may be assigned more than one role in an OU.)

    

5. To remove a permission from the OU, click the trash can icon next to the permission you want to remove, then click Save.

    

6. You can upload multiple permissions using a CSV file. On the Organizational Units section of the Settings page, next to the upload CSV button is a button that lets you upload permissions.

   See also: CSV Upload Reference Information