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xTuple Enhanced Commissions Product Guide

  
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2.1. Method 1: Adding the Necessary Privileges to the User
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2.1. Method 1: Adding the Necessary Privileges to the User

The following path will get you to the screen for maintaining system users: System > Maintain Users.

List Users

In this scenario the user "admin" will be used.

  1. Highlight the user whose permissions we want to review

  2. Select the EDIT button (or double-click on the user)

  3. The following screen will appear:

User Privileges

As you can see, the basic user information—such as name and email address—has already been entered. The user also has several Sales module privileges, which you can see under the "Granted Privileges" section. By adding the Enhanced Commissions package, there are three additional privileges that are necessary for a user wishing to configure the Enhanced Commissions package. We can add (or remove) privileges by module simply by selecting a specific privilege, and then choosing the ADD (or REVOKE) button. For our scenario, we need to add the following privileges that have become available:

  • MaintainCommissionScheduleAssignments

  • MaintainCommissionSchedules

  • MaintainSalesRepsGroups

  • ViewCommissionScheduleAssignments

  • ViewCommissionSchedules

  • ViewSalesRepGroups

Tip

Use the ADD ALL button to move all the Available Privileges at the left once for the specified module after which they will appear on the right under Granted Privileges.

Granted Privileges
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2. Configure Users Home 2.2. Method 2: Adding the Necessary Privileges to the Role