Modifying permissions for a set

You can modify the permissions for a set to enable other users to view, edit, or delete the set or to grant permissions on the set to other users. You can assign permissions for the entire set on both manual and dynamic account sets.

The permissions assigned at the set level do not apply to the members of the set. For the members of dynamic account sets, you can only assign member-level permissions through account-specific or global permissions. For manual accounts sets, however, you can assign member-level permissions for all members of the set.

To assign set-level permissions:

  1. In the Admin Portal, click Resources, then Accounts to display the list of accounts.
  2. In the Sets section, right-click a set name, then click Modify.
  3. Click Permissions.
  4. Click Add to search for and select the users, groups, roles, or computers to which you want to grant set‑specific permissions, then click Add.
  5. Select the appropriate permissions for each user, group, role, or computer you have added.
  6. Click Save.