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Enabling Instance-Level Permissions: For Admin
Enabling Instance-Level Permissions: For Admin

Allow staff the ability to edit forms and view data within a specific instance

Jimmy Harrison avatar
Written by Jimmy Harrison
Updated over a week ago

Instance-Level permissions give administrators the ability to grant edit form permissions and viewing data permissions to specific staff members on a given instance.

As an administrator within KickUp you can:

1. Grant permissions to staff members within an instance

To grant permission to edit forms or view data within a given instance, locate the instance you would like to grant permission from your instance view. After selecting your instance, select the edit button located on the top right of your walk instance.

Navigate to the permissions tab. Select the Grant permission button. Search for the user(s) you want to have the form editing or viewing data permission.

2. Delete permissions of staff members within an instance

Within the permissions tab, select the trash can icon beside the name of the person who you would like to remove permissions from. A confirmation modal will appear to confirm removing permissions. Select yes, remove and the edit form permission will be removed from that staff member.

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