This article covers how to edit user permissions in your account. For more information about adding a user, see Add a New User.
Note: You must be an account admin in order to edit permissions for another user within the account.
To edit user permissions:
- Click on the Account Details icon () in the bottom left corner of the navigation bar and click Account Settings.
- Click Users.
- Click on the name of the user you would like to edit.
- The steps to edit user permissions differ depending on whether you are trying to add or edit existing permissions or remove permissions. Follow the steps below accordingly:
- Add or Edit Existing Permissions
- Click on the + Add button next to Access Controls. A dialog box appears.
- Click on the drop-down button and select the appropriate role for the user.
- If you do not see the desired role, see Create a Custom User Role.
- Select the entities or folders you would like the user to have access to and click Apply.
- Click Save in the dialog box.
- Remove Permissions
- Click on the trash can icon () next to each scope you would like to remove or click Remove Role to remove the role entirely.
- Add or Edit Existing Permissions
You are responsible for ensuring that the correct personnel at your organization have appropriate access to data within the Yext platform. They should only be able to view and edit the data necessary to meet the requirements of their specific roles at your company.
We encourage you to take a conservative, least-privilege approach to assigning user permissions. We also encourage you to periodically review the list of users in your account and the permissions you've assigned to each.
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