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Fix permission issues

Resolve user access problems by managing roles and permissions

Written by Michael Cook

Updated at May 8th, 2026

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This article shows you how to create, edit, and assign user roles and permissions in XSite so you can ensure users have the correct access levels and avoid permission errors while keeping system access secure.

Video Tutorial

Prefer a visual walkthrough? Watch the step-by-step video tutorial below.

→Watch Video Guide
Before you begin
  • You must be logged in as a user with permission to manage users and roles.

Steps

Manage roles in XSiteIO

  1. 1
    Click [Settings] in the side menu.
  2. 2
    Click [Users] to open User Administration.
  3. 3
    Click the [Roles] tab.
  4. 4
    Click [Manage] next to the role you want to change.
  5. 5
    Enable or disable the required permissions.
  6. 6
    Enter a role name if you are creating a new role.
  7. 7
    Save the role changes.

Assign a role to a user in XSiteIO

  1. 1
    Click the [General] tab.
  2. 2
    Click the user's [Id] to open their profile.
  3. 3
    Click the [Roles] tab.
  4. 4
    Select the correct role for the user.
  5. 5
    Click [Update] to save.

Manage roles in XSite Classic

  1. 1
    Click [Settings] in the side menu.
  2. 2
    Click [Users].
  3. 3
    Click the [Roles] tab.
  4. 4
    Click [Manage] next to a role.
  5. 5
    Update permissions or enter a name to create a new role.
  6. 6
    Save the role changes.

Assign a role to a user in XSite Classic

  1. 1
    Click the [General] tab.
  2. 2
    Click the user's [Id] to open their profile.
  3. 3
    Click the [Assigned Roles] tab.
  4. 4
    Select the correct role.
  5. 5
    Click [Update] to save.

Tips & Warnings

  • If a user cannot see a page, check their assigned role first. The role may not include permission for that section.
  • Changes do not apply until you click [Update]. Do not navigate away before saving.
  • Avoid giving Admin access unless it is required for the user's responsibilities.
  • If access still does not update after saving, log out and back in to refresh the permissions.

 

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