In this article you will learn how to adjust permissions for employees to access specific features or areas in Magicline:
Quick Guide
- Go to Resources / Employees / Roles.
- Select the role you want to change.
- Search for specific permissions and enable the required ones.
- Save your changes.
- Ensure that employees have the correct location access and the corresponding role.
Detailed Instructions
Select Roles
To adjust permissions for employees, first open the Resources / Employees and select Roles. Here you will find a list of all available roles in your system.
Search and Adjust Permissions
Select the role you want to change and use the search field to look for specific permissions. For example:
- "Manage member activities"
- "Manage contact details"
- "Manage leads"
Enable the required permissions by checking the corresponding boxes.
Save Changes
After activating the necessary permissions, don't forget to save your changes. This ensures that the new settings take effect immediately.
Troubleshooting
If employees continue to experience issues, check if they have the correct location access and the corresponding role and if any new permissions need to be activated. If the problem persists, please contact support for further assistance.