Selecting default permission sets

You can configure:

• The global permission set that is assigned to all Tonic Textual users.

• The dataset permission set to assign to a user who creates a dataset.

Selecting the global permission set to assign to all Textual users

Required global permission: Manage access to global permission sets

By default, all Textual users are assigned the built-in General User global permission set. You can configure a different global permission set to assign to all Textual users.

The permission set cannot be removed.

When you choose a different permission set to assign to all users, unless they were otherwise assigned the previous permission set, they lose access to it.

To set the default global permission set to assign to all Textual users:

1. Click the user icon at the top right.

2. In the user menu, click Permission Settings.

3. On the Permission Settings page, click Global Permission Sets. The current permission set for all users is marked as Assigned to all users.

4. To select a different permission set, hover over the permission set row, then click Assign to all users.

Selecting a global permission set to assign to all users

1. The confirmation panel explains the risks of making this change. To confirm the change:

2. Check I have read and understand the risks.

3. Click Confirm.

Selecting the permission set to assign to a dataset creator

Required global permission: Manage access to dataset permission sets

By default, when a user creates a dataset, they are assigned the built-in Editor dataset permission set. You can configure a different dataset permission set to assign when a database is created.

Changing the selected permission set does not affect existing datasets. It only applies to datasets that are created after the change.

To select a different permission set for dataset creation:

1. Click the user icon at the top right.

2. In the user menu, click Permission Settings.

3. On the Permission Settings page, click Dataset Permission Sets. The current permission set for database creators is marked Assigned on dataset creation.

4. To select a different permission set, hover over the permission set row, then click Assign on dataset creation.

5. The confirmation panel explains the risk of making this change. To confirm the change:

   1. Check I have read and understand the risks.

   2. Click Confirm.

Selecting default permission sets

Default permission set for users who create projects.

Selecting the permission set to assign to a guided redaction project creator

By default, when a user creates a guided redaction project, they are assigned the built-in Editor guided redaction permission set. You can configure a different guided redaction permission set to assign to the user who creates a project.

Changing the selected permission set does not affect existing projects. It only applies to projects that are created after the change.

To select a different permission set for guided redaction project creation:

1. Click the user icon at the top right.

2. In the user menu, click Permission Settings.

3. On the Permission Settings page, click Guided Redaction Permission Sets. The current permission set for project creators is marked Assigned on project creation.

4. To select a different permission set, hover over the permission set row, then click Assign on project creation.

5. The confirmation panel explains the risk of making this change. To confirm the change:

   1. Check I have read and understand the risks.

   2. Click Confirm.