To define permissions to Sales Manager / Representative / Financial Manager / Human Resource role, proceed as follows:
- Click on the Tools module (1).
- Click on User Permissions (2) tab.
- Press the User Permissions (3) button. The Permission Roles selection box is shown.
- Click on Sales Manager / Representative / Financial Manager / Human Resource (4) to highlight it.
The description line (5) states for each role the guidelines for definition and editing of the permissions in the system.
- Perform the proper selections as described in the Defining Permissions to an Administrator Role article.
- Press Save in the Permission Roles box to save the procedure and return to the User Permissions screen.