--- title: "Creating Permission Sets" slug: "creating-permission-sets" description: "Admins can configure multiple permission sets for Xyicons, Boundaries, and Spaces with Hide, Show, Update, or Delete access to enhance security and compliance. " tags: ["SpaceRunner Portfolio"] updated: 2024-11-13T03:38:04Z published: 2024-11-13T03:38:04Z canonical: "support.xyicon.com/creating-permission-sets" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.xyicon.com/llms.txt > Use this file to discover all available pages before exploring further. # Creating Permission Sets Xyicon Administrators 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. **TIP:** As a **Xyicon Administrator**, ensure you have created at least one portfolio with types and fields to share with another **Xyicon User**. --- ## 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.![permission sets 1(1)](https://cdn.document360.io/d689d9b5-af1b-4ba8-a27d-d8cad72c9618/Images/Documentation/permission%20sets%201(1).png) --- ## 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.![permission sets 2(2)](https://cdn.document360.io/d689d9b5-af1b-4ba8-a27d-d8cad72c9618/Images/Documentation/permission%20sets%202(2).png) 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.![permission sets 3(2)](https://cdn.document360.io/d689d9b5-af1b-4ba8-a27d-d8cad72c9618/Images/Documentation/permission%20sets%203(2).png) 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 theĀ **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.** ## Related - [Updating Portfolios](/updating-portfolios.md) - [Deleting a Portfolio](/deleting-a-portfolio.md)