How do I create a custom permission group?

MainStem allows you to configure custom permission groups and assign these to users to match your business operations.

  1. Go to the "Users" module
  2. Click/Tap "Manage Permissions"
  3. Click/Tap "Create Permission Group"
  4. Provide a name for your new Permission Group and click/tap "Create Permission Group"
  5. Click/Tap "Edit Permission Group"
  6. Using the toggle switches, select the detail permissions that you would like to allow the users that are assigned to this group to have access to.
  7. Click/Tap "<- Back to List" and you'll see your newly created permission group!