Knowledgebase: Training
Menu: Configure the menu Permissions and allocate Roles to staff
Posted by Sinclair Hughes, Last modified by Sinclair Hughes on 03 July 2018 10:41 AM

One of the main improvements that comes with the Integrated edition is a much finer level of access rights can imposed so that you are able to restrict staff from viewing or changing information that they do not need to have access to.  This involves taking some time before you start using the Integrated edition is establish the permissions and roles that you want to use.  To make it easier for you, we can provide a set of commonly used permissions and apply these for you.

To give you a better idea of how the Permissions are used you can view the following documents:

or view the following video on how to configure the menu Permissions and allocate Roles.

        http://incisivesupport.com/train/vid/setup_permissions.mp4  (3:42 mins)