Difference between revisions of "Rep Login Permissions"
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| − | + | <div style="font-family: "Times New Roman"; 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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<div style="font-family: "Times New Roman"; 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> | <div style="font-family: "Times New Roman"; 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> | ||
<div style="font-family: "Times New Roman"; 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> | <div style="font-family: "Times New Roman"; 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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<div style="font-family: "Times New Roman"; 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->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->Member Login Area Options and Settings</span>.</div> | <div style="font-family: "Times New Roman"; 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->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->Member Login Area Options and Settings</span>.</div> | ||
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Revision as of 18:04, 30 July 2015
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.
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Inherited or Custom Permissions |
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Specific Rep permissions |
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Default permission sets |
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Managing permission sets |
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Setting maximum permissions |
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.
