Configure User Permissions

Overview

User permissions are configured per user and they define which features a user can access in the PlanRadar account.

Read more about User Permissions and also about Role Permissions in Permissions.

Access & Permissions

How to access Users

1. Hover over User Management
2. Click Users
   

   

Change User Permissions

You can configure user permissions when you Create & Invite Users or change them when you edit a user as described in Manage Users on your Account.

To edit user permissions:

1. Edit a user and select or clear the checkboxes under Set permissions to administer
2. Click Save

Turn AI Access On or Off

The AI access user permission controls whether a user can use the AI Assistant's advanced features, such as ticket search and document insights, and the AI Form Builder and AI Template Builder. It is on for every in-house user by default. It does not change the user's roles.

When you turn off AI access for a user:

• The user can still ask the AI Assistant questions about HelpCenter content
• The AI Agents permission is turned off too, and the agents the user created pause
• AI Agents cannot be selected until AI access is on again

To turn AI access on or off:

1. Edit a user and select or clear AI access under Set permissions to administer
2. Click Save

Turning AI access back on does not restore AI Agents. Select it again if the user needs it. The user then has to activate their paused agents again. Read more in Create & Manage Your AI Agents.