This article will explain how you can create set and manage privileges for users.
Go to View > Staff.
Select the user from the left-hand side or create a new user. If you need to set up new office users, please see this step-by-step guide.
Then navigate to the ‘Privileges’ tab and tick the various options to allow or deny access for that contact. Click ‘Save’ to confirm the changes.
If a user then tries to access a denied area of the software, a missing privilege error would appear. The admin or user with staff database access will need to alter the privileges if necessary.
Published: December 2018
Last Updated: April 2020