Configure permission set
To configure an exiting permission set:
- Click on the Permissions option in the Customer portal page.
- In the next page a list of permissions will be displayed. Hover the mouse over the particular permission which has to be configured. Click on the Edit button that appears.
- A pop up containing the name and settings of the permission will appear. Make the necessary changes and click Update.
To create a new permission set:
- Click on the Add permission button found on the top right corner of the page.
- The custom permission tab will appear. Enter the name and permission settings for the permission set. Then click Add.
- The permission set will now be reflected in the list of permission sets.