Knowledgebase

How to amend or add business modules for users

How to amend or add business modules on for a user

In this article we will show you how to add or amend a user’s business modules in six easy steps.

Step One

Select settings at the top of your screen.

Step Two

Select user Accounts

Step Three
 
Select user (in this example we have selected Dennis Town)

Step Four

Select the tab labelled “Roles”

Step Five

Select the business modules you wish the user to have access to by clicking the box next to your selection as shown below. (In this example we are adding the sales module)

Step Six

Once you have made all the selections of modules you wish for your user, scroll to the bottom of the screen and select save, this will apply your changes.


Author: Natalie Dryburgh