User Permissions – Defining Permissions to Sales Manager / Representative / Financial Manager / Human Resource

To define permissions to Sales Manager / Representative / Financial Manager / Human Resource role, proceed as follows:  

  1. Click on the Tools module (1).
  2. Click on User Permissions (2) tab.
  3. Press the User Permissions  (3) button.  The Permission Roles selection box is shown.

  1. 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.

  1. Perform the proper selections as described in the  Defining Permissions to an Administrator Role article.
  2. Press Save  in the Permission Roles box to save the procedure and return to the User Permissions screen

 

 

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