There are three additional permissions that have been added under the Roles set of functions.
These three new permissions include the following:
- Manage Contacts - Allows other rolls (not Admins) in the system to add and edit contacts within a company.
- Manage Ticket Products - Allows other rolls (not Admins) in the system to add and edit Product Items within Products & Expenses.
- Manage Ticket Expenses - Allows other rolls (not Admins) in the system to add and edit Expense Items within Products & Expenses.
For detailed information on Products and Expenses functionality see the KB.
To modify these permissions follow the steps below:
|1. From the left-hand panel click Admin|
|2. Then click General > Roles|
|The Roles page displays|
|3. Select the Technician role from the list|
The Role page displays.
Scroll down to the Manage Contacts or the PSA (Professional Services Automation) section and you will see the three new permissions.
|4. Toggle the permission on or off using the sliders|
|5. Click Save|
|End of article.|