Assign permissions to roles

Permissions enable users to perform a particular function or task within a specific area of the product. For example, you might grant permission within the General Ledger to view financial reports but not to create, edit, or delete them.

By assigning permissions to a role, you automatically grant the permissions to all users who have that role.

To update permissions, you must be a full administrator or be a limited administrator with privileges to "assign permissions."

Assign or change permissions for a role

1. Go to Company > Admin > Roles.
2. Find the role that you want to change permissions for and select Subscriptions.
3. Find the application that you want to set or change permissions for, and select Permissions.
   The Permissions window displays with the lists, activities, and reports you can assign to the role.
4. Select the checkboxes for the activities and reports that you want the role to access.
5. Select Save.
6. Change other permissions, as needed.
7. When you're finished changing all permissions, select Save at the top of the Roles subscription page.