Assigning Catalog Permissions

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        Xyicon Administrators

Use this article to learn how to assign Catalog Permissions to users.

Before you begin

  • Only Xyicon Administrator can rename and delete permission sets.

Catalogs are common across all portfolios within an organization. Therefore, catalog permissions cannot be defined through a specific portfolio or portfolio group, and they should be assigned to individual users in the organization separately.


Steps

  1. Go to Users from Settings (     ) and select the user.
  2. On the side panel Details tab (     ), you will see the Catalog Module section.
  3. Use the slider to assign the permission level.catalog permissions 1(2)
  4. You can allow the user to View, Editor Delete the catalog items.
    • View - Users will only be able to view the catalog items within their organization.
    • Edit - Users will be able to view and edit the catalog items within their organization.
    • Delete - Users will only be able to view, edit, and delete the catalog items within their organization.
TIP: For administrator users, catalog permissions are enabled by default, and they cannot be disabled.