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Role Permissions

Role Permissions

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Role Permissions

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Productivity Tip

In Role Permissions you can set up a profile if you like of what a person in the Role can and can't see.

 

Role Permissions

1.Having double clicked on the Role you with to modify, the Role Permissions Screen is loaded
2.You can now check the various boxes under the View column to include that area of the program in this person's role.
3.For example on the Telemarketer Role, we have said that the person can see the Members and Member details, but that they can't see the member finances. We have also enabled various bits of the Life module so that the person can see proposals and policies etc...