How do I authorise a User to update Client Statuses

Changing the permissions makes the Client Statuses appear on the drop down list

Changing the permissions makes the Client Statuses appear on the drop down list

Open Users

Open Users
  1. Click Admin on the Menu.
  2. Select Users -> Users from the drop down list - The Users window will open.

Select the User

Select the User
  1. Select the User to edit.
  2. Click Edit - the Edit User window will open.

Make the change to the permission

Make the change to the permission
  1. Select the Permissions tab - the Permissions window will open.
  2. Expand the Permission Based Visibility section.
  3. To add Client Statuses to the Drop Down Lists tick Allow Edit of Client Statuses, to Disallow, untick the tick box.
  4. Click OK to close the window and save the changes.

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