Creating Permission Sets

Use this article to learn how to create a Permission Set.

Before you begin

• Ensure you have set up types and fields for Portfolios, Spaces, Boundaries, and Xyicons under Settings ( ).
• Only Xyicon Administrator can create permission sets.

Step 1 - Create a Permission Set

1. On the header, click Settings ( ).
2. Click Permission Sets under Permissions from the side panel.
3. Click the Create button ( ) on the action bar.

Step 2 - Assign Permission Levels

Once you create the permission set, you can assign relevant permission levels for the Portfolios, Spaces, Boundaries, and Xyicons.

1. Use the slider to select the General permissions level under Portfolios.
   You can allow users to View, Update, or Delete the portfolios.
2. Assign the relevant permission levels for the relevant portfolio fields under Field Permissions. You can use the Find( ) to search for a specific field.
   You can set the permissions as Hide, Read Only, and Write for relevant portfolio fields.
   • Hide - Users will not be able to see the relevant field.
   • Read Only - Users will be able to see the field but unable to edit it.
   • Write - Users will be able to see the field and also be able to edit it.
3. Next, go to the Spaces tab.
4. Use the toggle bar to enable or disable the Spaces module.
   TIP: When the Spaces module is disabled, users assigned to this permission set cannot see the available spaces.
   
5. Assign the appropriate type and field permissions under the spaces module.
   • Use the slider to select the Type permissions level as Hide, Show, Update, or Delete for appropriate types.
   • Use the slider to select the Field Permissions levels as Hide, Read Only, or Write for appropriate fields.
6. Repeat the steps 4 and 5 to assign the permissions to Boundaries and Xyicons.