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How to create a permission profile

  1. Go to Organization > Permissions+ New permission profile.

  2. Give the permission profile a title (required) and description (optional).

  3. You can choose to set this as the default profile, which means that Plecto will automatically assign all new employees to it.

  4. Select the permission profile options.

  5. Click Save in the bottom-right corner to finish.

How to duplicate a permission profile

  1. Open Organization > Permissions.

  2. Decide which permission profile you want to copy, then click Actions > Copy to new on the right. Plecto will open a copy of the original permission profile (it's not saved yet).

  3. Give the profile a different title, description, and adjust the permission.

  4. To finish, click Save in the bottom-right corner.

How to delete a permission profile

You can only delete custom permission profiles and only no employees are assigned to them. The built-in profiles cannot be edited or deleted. Here's how to delete a permission profile:

  1. Go to Organization > Permissions and open a permission profile.

  2. Scroll to the bottom of the page.

  3. Click Delete, then Confirm delete to remove the permission profile from your organization.