This article will explain how you can 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.
The privileges tab was updated in v1.0.47, make sure to update your software to get all the latest features and improvements.
Published: December 2018
Last Updated: April 2020
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