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How to Manage Permissions in 2020 Manager

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Article Number000008911
TitleHow to Manage Permissions in 2020 Manager
Applies to2020 Manager
Body of the Article

To manage permissions in 2020 Manager

 

If a new role has been created in 2020 Manager, or if an administrator/manager wishes to change the levels of access assigned to an existing role or employee, then they will need to ensure that the correct permissions have been defined for them.

To edit permissions in 2020 Manager

  1. Click on Administration User-added image.

  2. Click on Permissions User-added image.

  3. Select an employee from the list and click on Edit User-added image.
    a. Note: it is possible to use the search field to identify a specific role or employee.

  4. On the right side, the available permissions are displayed.
    a. Note: It is possible to use the search field to locate specific permissions that you wish to change.

  5. Select the permissions for the employee by clicking on the orange buttonUser-added image.


Please note that any permissions assigned to a specific user will override those permissions defined by the role that they have.
 

User-added image



 

Related Concepts 

How to Create New Roles in 2020 Manager
How to Create Custom Documents in 2020 Manager
How to create or modify tasks and workflows in 2020 Manager
How to create or modify Surveys in 2020 Manager
How to Create or Modify Sales Funnels in 2020 Manager


 

Related Reference 

How to Complete\Update Company Information in 2020 Manager
How to create employees in 2020 Manager 
How to create employee hierarchy in 2020 Manager
How to Create Suppliers in 2020 Manager
How to Create or Modify Payment Conditions in 2020 Manager
How to Create Sales Goals in 2020 Manager
How to Create or Modify Manufacturing Items in 2020 Manager
 


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URL NameHow-to-assign-user-specific-permissions-in-2020-Manager

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