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 the Edit button on the Role Search screen will open
the Role Details screen for that Role. The Role Details screen contains the
The Role name field is the display field for the role on the
Role Search, Role Details and User Details screen, and as such the Role Name
should convey the purpose of the role at a glance. This is a text entry zone
and supports a fairly long names.
Role Permissions Groups & Drop-downs
The Role Permissions section will have the various
permissions drop-downs separated into logical groups of modules. Each of the
permission drop-downs supports the below permission levels;
This level restricts all access to the module within the admin interface.
No visibility of the search or detail pages exist for the user.
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 no 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.
The Action button zone will display buttons that are
dependent on whether or not the role has been edited. If the role hasn’t been modified
then “Deactivate” and “Close” action buttons will appear, however upon an edit
being made to the role (either the name or a permission level) then the action
buttons will change to “Save” & “Cancel”.
Role Search in Responsive (Mobile) Mode
The Role Detail screen functions just as well on
responsive mobile or tablet screen sizes as it does on a desktop. All buttons
and navigation flows are exactly the same as in desktop display, with the only
omission being the breadcrumbs.
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 ...
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 - 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 ...
User Details - Adding a User
To add a new user, you must first ensure you have enough free licenses. Navigate to the Subscription screen and if required, increase your license count to the required new level. Here is a guide on increasing your subscription level - Increasing ...
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 ...