Assign Credentials to a Role

Assign credentials to a role

Once you have added a role, you can assign credentials to each role. This enables you to control the level of engagement different types of users have with different aspects of the system. For example, some users, such as customers, may have less access to the system than others, such as office workers. To assign credentials:
  1. Click Assign Credentials
  2. Click each heading to view all permissions in that section, or click Open All at the top to see all options in all headings.
  3. Tick or Untick as appropriate
  4. Once you have assigned credentials, press Save

Scroll to top