Delegate App Permission

Purpose

This guide explains how to delegate or remove application permissions for a user or role.

Before you begin, ensure that the account performing these actions has either the System Administrator or Application Management role.

Delegate Permissions (User/Group/Role)

1. Sign in to your Practice Protect account. From the 9-dot menu (App Launcher) in the top-left corner, select Manage to switch to the Manage platform space.
2. In the left-hand navigation pane, expand Inventory, then select Targets > Applications.
3. Search for and select the application you want to assign. For example, Microsoft Copilot.
   
   Note: Do not click the checkbox beside the application name. Instead, click the application name itself to open the application settings.

4. In the left-hand navigation menu of the application settings, select Permissions.

    

5. On the Permissions page, click Add.

6. Search for the existing user or role you want to assign the application to. Select the checkbox next to the user or role, then click Add.
   
   

   Repeat these steps to assign the application to additional users or roles. You can also search for a role you have created and assign the application to that role.

7. Click Save. If this is the first time the application has been deployed to the user, the status will change to Deployed or display a green check mark in the Applications list.

Removing Permission

1. From the Manage platform space, navigate to Inventory > Targets > Applications
2. Select the application you want to remove from a user or role.

3. On the Permissions tab, select the checkbox next to the user or role you want to remove.

4. Once selected, the action bar will appear. Click Delete to remove the application permission.

   

5. Verify that the correct user or role has been removed, then click Save to apply the changes.