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Permissions Views & Configuring Roles - Part 3 of 3
#150
00:04:18
You can view your employees' permissions by going to Settings > Permissions. You can view the permissions for each employee, or you can create roles and set up permissions for a particular job role. You can assign the role to an employee to automatically give that employee the permissions for their job. You can also compare employee permissions by module on the View by Module tab.
2 people found this useful.
Permissions
Employees
People
Contact types: Employees, People, and Companies.
#123
"People" contacts are your most basic form, used for customers or suppliers, etc. "Companies" are meant to be represent a separate company. You can group "People" into companies. "Employees" are users that have a paid license.
4 people found this useful.
Contacts
Companies
Employees
People
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