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Manage Permissions

The Manage Permissions feature lets you control what each user can access in the platform. This helps keep your data secure while allowing team members to work efficiently.

Permission Levels

  • View Only – Can view information but cannot make changes

  • Edit – Can update and manage content

  • Admin – Full access, including user and permission management

Why It Matters

Assigning the right permissions ensures team members have the access they need—no more, no less.

 

Please refer to these steps below on how to manage permissions of a staff member:

  1. Log in to your Upvio account.
  2. Go to the Staff menu and select a staff member you'd like to manage the permission.
  3. Select “permissions” tab
  4. Tick the box that corresponds to the “Role” that you want to assign to the staff member. (Admin, Developer, Practitioner, Practitioner, and Data Manager.)

Note: Each role corresponds to a specific scope of permissions, displayed on the right side.