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2.2. Method 2: Adding the Necessary Privileges to the Role

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: System > Maintain Roles.

List Roles

In this scenario we need to maintain the role ADMIN that our user "admin" belongs to.

  1. Highlight the role whose permissions we want to review

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

  3. 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

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

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