How to edit users and permissions for new or existing users?
1. To edit users and permissions, click on “Users & Permissions” under Office Setup.
2. Click on the user that you would like to change permissions for, or invite a new user by pressing the ‘Invite a User’ in the top right corner.
3. When you add or edit permissions for a user, you will see many tabs that you can toggle on and off. Depending on what access you would like to give to a particular user, you will need to toggle certain permissions accordingly.
For example, if you would like to grant a user the ability to place orders, you can toggle the action button beside ‘Place Orders’ until it displays in purple. Greyed out buttons indicate that the user does not have permissions for that task.
Not sure what permissions can be changed? See below for examples.
- Allowing certain individuals access to make payments but NOT to place orders.
- Allowing certain individuals access to the accounting section on the account.
- Providing individuals access to specific credit cards for payment, but not all.
- And more