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Applying Permission Preset to a User

  1. In the Admin Portal, navigate to Workforce > Users.

  2. Select relevant user.

  3. Go to the Permissions tab and select the preset from the Permission set dropdown.

A confirmation message will appear: "Are you sure you want to change the permission set to [permission preset]?"

Once a preset is applied, the user's permissions will reflect those defined in the preset and individual permission toggles become read-only.

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