Difference between revisions of "How do I know what permissions a rep has"

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<div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0FB0FA">Each rep may have their own unique permissions.  To locate the permission set assigned to them and also view the specific permissions that are included in that set, locate the rep and open the </span><span style="font-weight: bold;">Login Permissions</span> section on the <span style="font-weight: bold;">Reps</span> tab.</div>
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<div style="font-family: Arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0FB0FA">Each rep may have their own unique permissions.  To locate the permission set assigned to them and also view the specific permissions that are included in that set, locate the rep and open the </span><span style="font-weight: bold;">Login Permissions</span> section on the <span style="font-weight: bold;">Reps</span> tab.</div>
 
   <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
   <div style="margin-left: 18pt;margin-bottom: 0pt;">
 
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         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
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         <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EB0FA">Click </span><span style="font-weight: bold;">Members</span> in the left-hand menu.</div></td>
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         <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0E0EB0FA">Click </span><span style="font-weight: bold;">Members</span> in the left-hand menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
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         <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DB0FA">Select the desired member from the drop-down menu.</span></div></td>
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         <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0E0DB0FA">Select the desired member from the drop-down menu.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
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       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
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         <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CB0FA">Click the </span><span style="font-weight: bold;">Reps</span> tab.</div></td>
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         <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0E0CB0FA">Click the </span><span style="font-weight: bold;">Reps</span> tab.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
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       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
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         <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BB0FA">Scroll down and open the </span><span style="font-weight: bold;">Login Permissions</span> area.</div></td>
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         <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0E0BB0FA">Scroll down and open the </span><span style="font-weight: bold;">Login Permissions</span> area.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
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       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
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         <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E6FA">Notice if the rep has a login name displayed.  This is required in order to access the MIC or register for events.</span></div></td>
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         <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0E6FA">Notice if the rep has a login name displayed.  This is required in order to access the MIC or register for events.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
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         <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">6. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E5FA">Then view the </span><span style="font-weight: bold;">Permission Set</span> assigned.  In the case above, this rep has the <span style="font-weight: bold;">Primary</span> permission set, an <span>inherited permission set</span>.</div></td>
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         <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0E5FA">Then view the </span><span style="font-weight: bold;">Permission Set</span> assigned.  In the case above, this rep has the <span style="font-weight: bold;">Primary</span> permission set, an <span>inherited permission set</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
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         <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">7. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E4FA">Click </span><span style="font-weight: bold;">View and Manage Permissions</span>.</div></td>
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         <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0E4FA">Click </span><span style="font-weight: bold;">View and Manage Permissions</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
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         <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">8. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E3FA">Click </span><span style="font-weight: bold;">OK </span>to acknowledge that any changes you make to this set will affect ALL reps assigned to this set.</div></td>
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         <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0E3FA">Click </span><span style="font-weight: bold;">OK </span>to acknowledge that any changes you make to this set will affect ALL reps assigned to this set.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
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       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
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         <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">9. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E2FA">The permissions set of the rep you were just viewing will be displayed.</span></div></td>
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         <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0E2FA">The permissions set of the rep you were just viewing will be displayed.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
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         <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">10. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EZFA">Note the </span><span>specific permissions</span> that are assigned in this set.  These are the rights that your rep currently has.  </div></td>
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         <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0EZFA">Note the </span><span>specific permissions</span> that are assigned in this set.  These are the rights that your rep currently has.  </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">11. </div></td>
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         <td style="width: 18pt"><div style="font-family: Arial; font-size: 11pt;">11. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EYFA">If changes need to be made, you can make them on this set (which will affect all others that are assigned to this set as well), or you can </span><span>assign them a new set or can create a new set</span>.</div></td>
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         <td><div style="font-family: Arial; font-size: 11pt;"><span id="wwpID0EYFA">If changes need to be made, you can make them on this set (which will affect all others that are assigned to this set as well), or you can </span><span>assign them a new set or can create a new set</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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 +
[[Category: Members]]

Latest revision as of 14:57, 12 August 2015

Each rep may have their own unique permissions. To locate the permission set assigned to them and also view the specific permissions that are included in that set, locate the rep and open the Login Permissions section on the Reps tab.
1.
Click Members in the left-hand menu.
2.
Select the desired member from the drop-down menu.
3.
Click the Reps tab.
4.
Scroll down and open the Login Permissions area.
Member Management-How do I know what permissions my rep has 3f-image29.png
5.
Notice if the rep has a login name displayed. This is required in order to access the MIC or register for events.
6.
Then view the Permission Set assigned. In the case above, this rep has the Primary permission set, an inherited permission set.
7.
Click View and Manage Permissions.
8.
Click OK to acknowledge that any changes you make to this set will affect ALL reps assigned to this set.
9.
The permissions set of the rep you were just viewing will be displayed.
Member Management-How do I know what permissions my rep has 3f-image30.png
10.
Note the specific permissions that are assigned in this set. These are the rights that your rep currently has.
11.
If changes need to be made, you can make them on this set (which will affect all others that are assigned to this set as well), or you can assign them a new set or can create a new set.