Why Change Permissions in 1stream? 

The Permission Groups in 1stream allow for administrative users to determine the items that other users can have access to in the 1stream client and Admin Portal.

Users who are granted the Admin Portal Access right are granted access into the admin portal where they can then adjust these groups.

Creating New Permissions

1. Log into the 1stream Admin Portal.
2. Go to the Administration > Manage Organization menu in the top right.  
   
3. Scroll down to the Permissions Groups section. By default, there are two groups that pre-exist: Basic User and Admin. 
   1. Basic User - This Group has access to Add Contact, Edit Contact, Add Company, Add Ticket and Edit Ticket by default. 
   2. Admin - This Group has access to all permissions by default. 
      
4. Click on the circled green + plus sign. The Add New Permission Group pop-up window will appear.
5. In the Title textbox, input the name for the desired permission group. 
6. Click the Save button. The Permission Group is created and will need to be edited.  
   
7. Click on the name of the permission. The Edit Permission Group pop-up window will appear.
8. Click on the checkboxes in the Permission Setting to add/remove permissions as desired.  
9. The Admin Portal Access option at the top controls whether users can reach the Admin Portal, which grants them the ability to change these values.
10. Click the Save button.

Applying Groups to Users

1. Log into the 1stream Admin Portal.
2. Go to the Administration > Manage Organization menu in the top right. 
   
3. Scroll down to the CRM User Mappings section.
4. Edit the desired username, in the table with the edit icon or you can double click the username.
   
5. Set the Role column to the desired permission group.
   
   • This autosaves in the table as you change it, you do not have to hit the Save button at the top.