05th November, 2014 by Samuel Watts

How to set user permissions within Envisage.

1. Click on the CRM tab from the left hand menu.

CRM System

2. Then click the "View members" button on the Search All Members area.

Search All Members

3. This takes you through to the "All Members" area.

All Members Area

4. Now click on the "Edit" button next to the user whose permissions you want to edit (For demo purposes we will be using my account).

Edit Button

5. This takes you through to the Edit Member area for that user.

Edit Member Area

6. User the users Username and Password fields you will see "Member Permissions" which gives you three options, "Bronze Silver Gold".

Member Permissions

7. Bronze giving the least amount of access, Silver slightly more and Gold giving access to all pages.

8. Now let us change the permissions on this account from Gold to Silver.

Gold To Silver

Gold To Silver Finished

9. Once you've changed the permissions you want the user to have, click on the "Update Users Details" button.

Update User Details

About author

Samuel Watts

Sam is our resident video games expert. as well as being a dab hand (Or should that be knee) at muay thai. He is the man on the end of the phone dealing with your support requests.

We are always here to help you. Don’t hesitate to contact us anytime!

01202 555124 or hello@envisagecms.co.uk