Once a person becomes a control panel user (CPU), they can send communications, access your people database, and become a point person to supporters. As an admin, you have the ability to create permission sets so that you can pick and choose what exactly each CPU can do/access in your nation. 

Please note that creating and editing permission sets is only available to customers on the Team plan or above. 

At Settings > Nation defaults > Permission sets, you can edit or create permission sets

Each section of the control panel will be listed with a checkbox (which defaults to checked) next to each, so you have the ability to uncheck any sections to customize what users with this permission set can access. 

People: Everyone

The ability to see and interact with every profile in the People section.

People: Assigned

The ability to see and interact only with profiles assigned to you in the People section. 

People: None

The People section is not displayed when the user opens the control panel.

Website: 

The ability to see and interact with the Website section.

Communications: 

The ability to see and interact with the Communications section.

Finances: 

The ability to see and interact with the Finances section.

Settings: 

The ability to see and interact with the Settings section.

To edit an existing permission set, hover over and click Edit next to the name of the one you want to edit.

Related HOWTOs

Create, edit or a delete permission set
Manage control panel users

Need more direction? We also offer demos and virtual/in-person training sessions!

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