Role Search - Advanced Search
The Role Search screen supports an advanced search option.This is enabled by clicking the “More Filters”. Once the Advanced Search is active the following search parameters are displayed;
- Text Search
- Role Status dropdown selection
Text Search
The text you enter will only perform a search on the Role“Name” field. The Search will handle partial matches.
Role Status drop-down selection
The Role status drop-down allows you to select “All Roles”,“Active Roles” or “Inactive Roles”.
To run the search after making selections in both parameters click the “Search” button. The results returned will only be those records thatmeet criteria for all search parameters.
Advanced Search in Responsive (Mobile) Mode
The Advanced Search functions just as well on responsive mobile or tablet screen sizes as it does on a desktop. All buttons andnavigation flows are exactly the same as in desktop display, with the only difference being the form elements are stacked vertically instead of horizontally.
Related Articles
User Search - Advanced Search
The User Search screen supports an advanced search option. This is enabled by clicking “More Filters”. Once the Advanced Search is active the following search parameters are displayed: Text Search User Status drop-down selection User Type drop-down ...
Role Search - Overview
Roles are groupings of permission levels for the various modules within the Inzant Sales system. Inzant supports multiple role levels to enable custom security to be configured for different groups of users. The Role Search screen will display a list ...
Role Search - More Options Dropdown
The More options drop-down menu will always be located to the right of the Actions buttons, in the top right zone of the screen. For the Role Search screen the More Options menu contains the following additional functions; Quick Actions Refresh – ...
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 ...
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 ...
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 ...