Controlling User Privileges

This article will explain how you can set and manage privileges for users.

Some privileges are turned off for users by default. Follow these steps to give access to different modules and tools.

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 will 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.