coreSTORE - Employee: Managing Employee Permissions
In this guide, we’ll walk through the process of assigning employee permissions to a user. This can be done during employee creation or later if you need to modify existing permissions. The permissions you set will depend on your business practices and what you want your users to be able to do in coreSTORE.
Click on Employees
Navigate to the Company menu and select the Employees sub-menu.
Click on Edit
Locate the user whose employee permissions you want to modify, and click Edit.
Click on Employee Permissions and Access
In the middle of the screen, find and select the Employee Permissions and Access tab.
Module Menu
On the left-hand side of the Employee Permission screen, you’ll see a Modules menu. Here, you can either search for a specific module or find it in the menu. This allows you to enable or disable permissions based on the module type.
Permission Access
In the middle of the screen, I’ll use the Appointments module to demonstrate. Below, you can see that my user has access to the module, with permissions to add, delete, edit, and search appointments.
Click on Employees
Navigate to the Company menu and select the Employees sub-menu.
Click on Edit
Locate the user whose employee permissions you want to modify, and click Edit.
Click on Employee Permissions and Access
In the middle of the screen, find and select the Employee Permissions and Access tab.
Module Menu
On the left-hand side of the Employee Permission screen, you’ll see a Modules menu. Here, you can either search for a specific module or find it in the menu. This allows you to enable or disable permissions based on the module type.
Permission Access
In the middle of the screen, I’ll use the Appointments module to demonstrate. Below, you can see that my user has access to the module, with permissions to add, delete, edit, and search appointments.
Updated on: 09/17/2024
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