---
title: How to Modify or Edit Permission Profiles
description: How to Modify or Edit Permission Profiles
---

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1. [Knowledge Base](https://help.cerely.com/?hsLang=en-au)
2. [System Setup](https://help.cerely.com/system-setup?hsLang=en-au)
3. [Users & Permissions](https://help.cerely.com/system-setup?hsLang=en-au#users-permissions)

# How to Modify or Edit Permission Profiles

## This article explains how to view, edit, and manage permission profiles in Cerely, including an overview of the default permission roles and default access settings.

1\. Click on your **Profile Icon** located in the top-right corner of your screen

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/92ZSbwTHnV9pZUNoyAur-6d69D4cYSeSDw.png)

2\. Select **Setup** from the dropdown menu

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/_a6JV1xjh9m13DMRmxOsfN6qAVSa28BOuQ.png)

3\. In the **Users & Permissions** section, click on **Permissions.**

This will display a  list of permission profiles, by default there are 5 permission profiles setup for use in Cerely as follows:

| **Permission Profile** | **Description** |
| --- | --- |
| **Super Administrator** | Full system access with unrestricted permissions. Can manage all settings, users, permissions, billing, and system configuration. Typically assigned to business owners or primary account holders. |
| **Administrator** | High-level access to manage users, clients, sites, rostering, and invoicing, but without access to certain critical system-level or security settings reserved for Super Administrators. |
| **Operations** | Designed for operational staff responsible for day-to-day management, including rostering, task management, site oversight, and workforce coordination. Limited access to financial and system configuration settings. |
| **Standard** | General user access for office or support staff. Can view and manage assigned records such as clients, sites, tasks, and rosters based on permissions, but cannot change system-wide settings. |
| **Employee** | Restricted access profile for personnel. Typically used for workers who need to view rosters, shifts, tasks, and submit timesheets, with no access to administrative or financial functions. |

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/EtrrvkB2slery19qWpSz3TETB0ODS9_AsQ.png)

4\. Click on the **permission profile** that you would like to modify or edit

![](https://help.cerely.com/hs-fs/hubfs/image-png-Jan-12-2026-01-54-45-7244-AM.png?width=670&height=346&name=image-png-Jan-12-2026-01-54-45-7244-AM.png)

5\. On the right-hand side, click the **Edit** button

![](https://help.cerely.com/hs-fs/hubfs/image-png-Jan-12-2026-01-56-26-4848-AM.png?width=670&height=329&name=image-png-Jan-12-2026-01-56-26-4848-AM.png)

6\. You will now see a permissions matrix with tabs across the top:

- **Basic**
- **Send Email**
- **Tools**
- **Admin Level**
- **Email & Templates**

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/BcluCtDFkb3FoT5lFgJtLvxstakMCMWCoA.png)

7\. Within each tab, you can:

- **Check or uncheck** boxes to allow or restrict access to specific modules (e.g. Tab, View, Create, Edit, Delete)

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/EpyYJRipfjT0RPbjXRwFDKIKxQsbQkybjw.png)

- **Expand each section** to modify granular permissions by clicking the arrow beside each entity

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/EUYD4jrSbMl7u1g-qIFCLgnMTdrSvNIDzA.png)

8\. Once you’ve made the necessary changes to the permissions, click the **Save** button

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/tAgEm6g7hAF60sLZxtr1ftuDb1hSnxutWA.png)

While the Super Administrator profile itself **cannot be reassigned or downgraded**, you can still **review and update** specific access toggles or use it as a base to clone new custom profiles.

**Important Note:**

Changes to this profile will apply to **all users assigned** to the permission profile. Be cautious when toggling features.

If you want to create a new permission profile similar to a permission profile (but with slight restrictions), cloning is recommended. 

**Clone a Permission Profile (to Create a Custom Role)**

- [System Setup](https://help.cerely.com/system-setup?hsLang=en-au#main-content)

    - [Personal Settings](https://help.cerely.com/system-setup?hsLang=en-au#personal-settings)
    - [Users & Permissions](https://help.cerely.com/system-setup?hsLang=en-au#users-permissions)
    - [Organisation Settings](https://help.cerely.com/system-setup?hsLang=en-au#organisation-settings)
    - [Configuration System](https://help.cerely.com/system-setup?hsLang=en-au#configuration-system)
    - [Reports Setup](https://help.cerely.com/system-setup?hsLang=en-au#reports-setup)
- [Client Management](https://help.cerely.com/client-management?hsLang=en-au)
- [Site Management](https://help.cerely.com/site-management?hsLang=en-au)
- [Contacts](https://help.cerely.com/contacts?hsLang=en-au)
- [Personnel Management](https://help.cerely.com/personnel-management?hsLang=en-au)
- [Task Manager](https://help.cerely.com/task-manager?hsLang=en-au)
- [Rostering](https://help.cerely.com/rostering?hsLang=en-au)
- [Accounts](https://help.cerely.com/accounts?hsLang=en-au#main-content)

    - [Xero](https://help.cerely.com/accounts?hsLang=en-au#xero)
    - [MYOB](https://help.cerely.com/accounts?hsLang=en-au#myob)
- [Troubleshooting & FAQ's](https://help.cerely.com/troubleshooting-faqs?hsLang=en-au)
- [Cerely Personnel Mobile App](https://help.cerely.com/cerely-personnel-mobile-app?hsLang=en-au)

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