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xTuple Enhanced Commissions Product Guide |
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xTuple Enhanced Commissions Product Guide |
| 2.2. Method 2: Adding the Necessary Privileges to the Role | ||
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 | 2. Configure Users |  |
If you are using roles at your site for assigning privileges―instead of assigning privileges on a user-by-user basis―then you should follow the instructions in this section. The following path will get you to the screen for maintaining system roles: .
List Roles
In this scenario we need to maintain the role ADMIN that our user "admin" belongs to.
Highlight the role whose permissions we want to review
Select the EDIT button (or double-click on the role)
The following screen will appear:
Granted Privileges
The role 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
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.
It is necessary to review that the role is assigned to your user. You can follow the steps described above to navigate to the user maintenance area. The Roles tab contains the role assignment. In our example user "admin" already has the role ADMIN assigned:
Role Assignment
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| 2.1. Method 1: Adding the Necessary Privileges to the User |  | 2.3. Review User Site Privileges |