How do I set permissions?

Permissions are set at two levels:

  1. Role. The creator of a role determines module and transaction permissions (among others).
  2. User. The creator of a new user can specify the location(s) for which the role applies.

The first new role(s) are defined by the account owner admin, as are the first new user(s). Thereafter, users and roles are created within these defined permissions.

If you do not have the permissions you need to accomplish assigned tasks, contact your account owner admin for more information regarding the role definition(s) that were assigned to you.

For step-by-step instructions for creating new roles or new users, see:

What do I need to know about roles?

What do I need to know about users?




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