Role Details - Editing a Role

To edit a role in the Inzant Sales Admin interface you’ll first need to navigate to the Role Details Screen. You can do this by Opening the Role Search screen (via the configuration screen, which is located in the sidebar menu), then clicking the Edit icon in the Role Search Table (Actions Column) for the role you want to modify.

 

Once on the Role Details screen you can edit either the Role Name, or the Permissions level of a module. The Role name is a text entry field and supports common alphanumeric & symbol characters.

The Permission level dropdowns allow the following options to be selected;

No Access
This level restricts all access to the module within the admin interface. No visibility of the search or detail pages exist for the user.

Read Only
This level restricts access to the module within the admin interface to view only access. The user will be able to view the search and detail screen, but not add, edit or deactivate any records.

Read & Write

This Level enables full access to the module within the admin interface, the user can add, edit and deactivate records.

After editing the role the Action buttons in the top right of screen will change to “Save” and “Cancel”. If you don’t want to commit the changes then click Cancel, however if you’d like to save the changes to the role then click “Save”. This will commit (save) the change and return you to the Role Search screen.

• Related Articles

• Role Details - Deactivating a Role

  To deactivate a role in the Inzant Sales Admin interface you’ll first need to navigate to the Role Details Screen. You can do this by Opening the Role Search screen (via the configuration screen, which is located in the sidebar menu), then clicking ...

• Role Details - Overview

  The Role Details screen allows you to manage the permission levels for the modules throughout Inzant Sales for the role. This then affects all users assigned to that particular role, and either grants or restricts their access accordingly. Clicking ...

• User Details - Editing a User

  To edit an existing user in the Inzant Sales Admin interface you’ll need to navigate to the User Details screen. You can do this by opening the User Search screen (the “Users” link in the Sidebar), then clicking the Edit icon in the User Search Table ...

• User Details - Overview

  The User Details screen allows you to add, edit and delete system users. Clicking the Edit button on the User Search screen (in the "Actions" column) will open the User Details screen for that User. The User Details screen contains the below ...

• User Details - Reassigning System Owner

  The User Details screen contains a “more options” drop-down menu which allows the current system owner user to reassign the System Owner property to a different user. The system owner will only be able to transfer this to other Admin or Dual Access ...

• Popular Articles

• Home Screen and Navigating the System

  The Home Screen The home screen is the start up screen for the App. It contains links to all the other major screens and provides some KPI information and access to your schedule. In this article we will discuss all the links so you can navigate ...

• Creating a Retailer

  This article provides a short walk-through tutorial on the steps required when creating a new Retailer Using the Inzant Sales app. To Create a New Retailer touch 'Retailers' on the left of the screen. You will now be able to view a list of previously ...

• Setting a Retailer to have Website access from the Management Portal

  To enable customers access to the B2B Portal or Website, you need to allow the Contact on a Retailer to have access. After logging into the Inzant Sales Management Portal you'll need to navigate to the Contact or Retailer in question. Finding a ...

• Inzant Website CMS User Manual

  The latest version (currently version 1.4) of the CMS User Manual is attached, which you can download and use as required.

• Creating Hyperlinks

  There are two main areas within the CMS that hyperlinks can be created; In a specific content zone provided by a widget. In the CK Editor content entry zone. Both zones offer the same 3 basic link types, Internal URLs, External URLs and Mailto ...

• Recent Articles

• Management Portal - Adding a Pricing Rule Walk Through Video

  Watch the linked video as we walk through creating a new pricing rule, set conditions for discounts, select products, choose applicable price lists, and schedule the rule for auto-publishing. Check out the detailed steps and explanations below to ...

• Performing a Hard Reset on an iPad

• Adding a Favourites List to a Retailer

  In this video, I will show you how to add a favourites list to a retailer. I will guide you through the steps, including selecting the retailer, navigating to the favourites section, and adding a list. I will also explain how to choose the contact ...

• Accessing and Managing Favourites Lists

  In this video, I will show you how to access and manage your favourites lists on our platform. I will guide you through the steps to access your favourites list, apply filters, and view specific categories. Additionally, I will demonstrate how to add ...

• Creating Bespoke Favorites Lists for a Contact

  In this video, I will show you how to create a bespoke favorites list for a specific contact. Sometimes, certain contacts may have unique preferences, and it's important to cater to their needs. I will guide you through the process of selecting the ...