This article will provide you the steps of editing an individual system users permissions
Viewing System Users:
Follow the steps below to view the System Users tab:
1. Select the arrow besides the Staff tab to cause the dropdown menu to display
2. From here, enter into the 'System Users' tab
Editing System Users Roles:
Follow the steps below to edit the individual users roles:
1. Find the user from the list, and select the 'Edit' icon to the right of the screen
2. Click the 'Specific Additional Privileges' button to display the different access options
3. Scroll through the list and tick the items you would like this staff member to have access to
4. Once satisfied, scroll back to the top and click 'Save'
For example, if you would like a user to have access to the Document Transfer feature, follow the steps above, scroll to the 'DocumentTransfer' section and tick the option you'd like them to have access to:
We hope this guide helped with your enquiry.
Follow the steps below to view the System Users tab:
1. Select the arrow besides the Staff tab to cause the dropdown menu to display
2. From here, enter into the 'System Users' tab
Editing System Users Roles:
Follow the steps below to edit the individual users roles:
1. Find the user from the list, and select the 'Edit' icon to the right of the screen
2. Click the 'Specific Additional Privileges' button to display the different access options
3. Scroll through the list and tick the items you would like this staff member to have access to
4. Once satisfied, scroll back to the top and click 'Save'
For example, if you would like a user to have access to the Document Transfer feature, follow the steps above, scroll to the 'DocumentTransfer' section and tick the option you'd like them to have access to:
We hope this guide helped with your enquiry.
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