🎓 Looking for more information about how each permission affects access and visibility within Monograph? Click here to learn more

To edit or view Permissions, go to Settings by clicking on the bottom left corner where your picture is, and then navigate to Permissions. By default, the first user on Monograph is placed into the "Admin" level where they have complete control and edit-ability. From there, you can create unlimited custom permission levels as you see fit.

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From the Permissions page, you can see the different permissions levels and how many people are assigned to each level. You can also select Show current assigned users to see which individuals are currently at each level. To create a new level, select New Policy in the upper right and create additional Levels as needed.

If you would like to change the permissions for a level that always exists, from this screen, select the level you would like to change, then select Edit Permissions. From there you will be able to toggle Permissions on and off as needed.

Once you change a toggle, there will be a pop-up ensuring this is the action you want to take. Select that you would like to Enable, Disable, or Cancel to move forward.

When inviting a team member via Staff > Directory > Add Member, you'll be prompted to select their permission level.

🎓 Learn more about how to invite team members to your organization here.

If you need to change a user's permission level, take the following steps:

1. Click on Staff from the main menu and navigate to Directory

2. Click on the name of the user

3. Click on Edit in the top right corner. After selecting Edit, you'll be able to adjust their permissions from the drop-down

4. Save the changes

Sometimes things change in your permission levels and you may no longer need a permission. You can delete a permission level, but you need to ensure that no Active or Inactive users are assigned to that permission first.
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First, check to see if anyone is assigned to that permission by going to Staff > Directory. It is recommended you clear all status filters and select the permission you want to apply. Note: Show current assigned users, will only show Active users, not Inactive.

If any team members, both Active and Inactive have this status, click into their name and change their permission to something else.
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Now that you have ensured no one has this permission, navigate back to Settings > Permissions and click Edit Permissions for the permission that you want to delete.

Then navigate to More in the top right corner and you can delete the policy from there.

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