What is the role permission for allowing a user to edit customer pricing?
FollowTo allow a user the option to edit customer pricing in a customer's record in Unleashed, their user's role must have the "Customer Pricing" permission enabled with the "Can Edit" checkbox also ticked.
To update a role's permissions:
- Go to Settings, Security and select Role Permissions.
- From the Role dropdown menu, select the role being updated.
- From the Permissions listed below, select Sales then Customer.
- Click the grey padlock icon next to Customer Pricing and it will change to a green open padlock icon, which means the role will allow the user access to Customer Pricing in a customer's record.
- A "can edit" icon or checkbox will show next to the green padlock.
- If the icon is a green square with a pencil, this means the user can edit customer pricing in a customer record.
- If the icon is a grey checkbox, this means the user cannot make edits to customer pricing in a customer record.
- Once the Role's permissions are updated, the user with the role applied should log out and back in to Unleashed and their new permissions will apply.