Roles

To create role, follow these steps:

  1. Click on the 'Create New Role' button.
  2. Enter the Role name.
  3. Click on the 'Save' button to create the new 'Role'.

  • Permissions Tab
  1. Click on the 'Permissions' tab.
  2. Select the permissions you want to update from the permissions-tree.
  3. Click on "Save" button.

Actions

To access the available options for a specific 'Role', follow these steps:

  • Click on the 'Actions' button.

  • Edit
  1. To modify or change the details of a specific 'Role', click on the 'Edit' button.
  2. After making the necessary modifications, click on the 'Save' button to save the changes.

  • Delete
  1. To delete the specific 'Role', click on the 'Delete' option.
  2. Click on 'OK' to confirm the deletion.

To create "Role for business partner", follow these steps:

  1. Click on the 'Role for business partner' button.
  2. Enter the Role name.
  3. Click on the 'Save' button to create the new 'Role for business partner'.

  • Permissions Tab
  1. Click on the 'Permissions' tab.
  2. Select the permissions you want to update from the permissions-tree.
  3. Click on "Save" button.

Actions

To access the available options for a specific 'Role for business partner', follow these steps:

  • Click on the 'Actions' button.

  • Edit
  1. To modify or change the details of a specific 'Role for business partner', click on the 'Edit' button.
  2. After making the necessary modifications, click on the 'Save' button to save the changes.

  • Share With
  1. Click on the 'Share with' option.
  2. Select the Partner account.
  3. Click on 'Yes' then the roles will be shared with the selected partner.

  • Delete
  1. To delete the specific 'Role for business partner', click on the 'Delete' option.
  2. Click on 'OK' to confirm the deletion.

Show Advanced Filters

If you want to apply a filter based on Permissions, you can follow these steps:

  1. Click on 'Show Advanced Filters'.
  2. Click on the 'Select Permissions' button, which will open up the Permissions page.
  3. Select the permissions you want to update from the permissions-tree.
  4. Once you have made your selection, click on the 'Select' button to apply the filter.

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