Difference between revisions of "Rep Login Permissions"

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Reps may be limited in what they can access in the Member information Center using permission assignments. Permissions exist to allow members to pay bills, change their company profile, post deals or jobs, view reports, modify their own information, and other. These permissions may be grouped together in a permission set.
  <div style="text-align: left;">[[Member_Management-TableOfContents|Table of Contents]] | [[Member_Management-Joined_Login_Names|Previous]] | [[Member_Management-Inherited_or_Custom_Permissions|Next]] | [[Member_Management-Index|Index]]</div>
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  <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">
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Permission sets are a named group of individual rights that are granted to a rep.
    <span>[[Member_Management-Individual_Rep_Logins|Individual Rep Logins]]</span> : Rep Login Permissions</div>
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Using the automatic inherited rights assignment that is based on the role assignment of Primary, Billing, or Standard may be all you need.
  <div style="color: #808080; font-family: Cambria; font-size: 18pt; margin-bottom: 12pt;"><span id="wwpID0E0TF0FA">Rep Login Permissions</span></div>
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  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0SF0FA">Reps may be limited in what they can access in the Member information Center using permission assignments. Permissions exist to allow members to pay bills, change their company profile, post deals or jobs, view reports, modify their own information, and other. These permissions may be grouped together in a permission set.</span></div>
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Four permission sets are created by default but others may be created as needed. Click a section below to learn more.
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0RF0FA">Permission sets are a named group of individual rights that are granted to a rep. </span></div>
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  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0QF0FA">Using the automatic </span><span style="font-family: Calibri; font-size: 11pt;">inherited rights assignment</span> that is based on the role assignment of Primary, Billing, or Standard may be all you need.</div>
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*[[Inherited or Custom Permissions]]
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0PF0FA">Four permission sets are created by default but others may be created as needed. Click a section below to learn more.</span></div>
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  <div style="margin-left: 72pt;margin-bottom: 12pt;">
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*[[Rep_Permissions|Specific Rep permissions]]
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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*[[Default_Permission_Sets|Default permission sets]]
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt;">[[Image:Member_Management-rd_bullet.jpg|9px]]</div></td>
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        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0OF0FA">Inherited or Custom Permissions</span></span></div></td>
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*[[Managing_Rep_Permission_Sets|Managing permission sets]]
      </tr>
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    </table>
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*[[Setting Maximum Permissions|Setting maximum permissions]]
  </div>
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  <div style="margin-left: 72pt;margin-bottom: 12pt;">
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View and modify the permissions assigned to an individual rep by accessing the Login Permissions area in the Members->Reps tab. The available permissions that may be assigned to a rep are controlled by the settings under Setup > Member Login Area Options and Settings.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt;">[[Image:Member_Management-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NF0FA">Specific Rep permissions</span></span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 72pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt;">[[Image:Member_Management-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MF0FA">Default permission sets</span></span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 72pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt;">[[Image:Member_Management-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0LF0FA">Managing permission sets</span></span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 72pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt;">[[Image:Member_Management-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KF0FA">Setting maximum permissions</span></span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0JF0FA">View and modify the permissions assigned to an individual rep by accessing the </span><span style="font-weight: bold;">Login</span> <span style="font-weight: bold;">Permissions</span> area in <span style="font-weight: bold;">the Members-&gt;Reps</span> tab. The available permissions that may be assigned to a rep are controlled by the settings under <span style="font-weight: bold;">Setup-&gt;Member Login Area Options and Settings</span>.</div>
 
</div>
 

Latest revision as of 13:18, 4 May 2016

Reps may be limited in what they can access in the Member information Center using permission assignments. Permissions exist to allow members to pay bills, change their company profile, post deals or jobs, view reports, modify their own information, and other. These permissions may be grouped together in a permission set.

Permission sets are a named group of individual rights that are granted to a rep.

Using the automatic inherited rights assignment that is based on the role assignment of Primary, Billing, or Standard may be all you need.

Four permission sets are created by default but others may be created as needed. Click a section below to learn more.

View and modify the permissions assigned to an individual rep by accessing the Login Permissions area in the Members->Reps tab. The available permissions that may be assigned to a rep are controlled by the settings under Setup > Member Login Area Options and Settings.