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      Preview Permission Set

      Quickly view changes and updates when customizing worker permissions.

       

      💡 Note: This article contains interactive tutorials. Click the targets to advance to the next step.

      Contents

      Order Of Operations

      Preview Permission Set 

      Order Of Operations

       

      Assign Yourself To A Job

      1. The Admin user must first assign themselves to a job, or a number of jobs, for this preview experience to work. 
      2. Navigate to Setup in the Job Pages
      3.  Navigate to Project Team
      4. Search for your name 
      5. Drag your worker chip into the Project Team bucket

      Preview Permission Set

      1. Navigate to Manage Organization
      2. Navigate to Roles and Permissions
      3. Select Permission Sets from the header menu
      4. Click the kebab menu next to the Permission Set you'd like to preview
      5. Select "Preview Permission Set"
      6. Click the x at the top of the page to exit preview mode

      Preview Permission Set 

      1. Navigate to Manage Organization
      2. Navigate to Roles and Permissions
      3. Select Permission Sets from the header menu
      4. Click the kebab menu next to the Permission Set you'd like to preview
      5. Select "Preview Permission Set"
      6. Click the x at the top of the page to exit preview mode