As an administrator, you can manage permissions for your users and your customer users. By setting permissions, you give users the permission to use certain parts of the system. These parts can e.g. be the ability to create and modify items, such as work or service orders.
To grant and change permissions for users in the system, you need to sign in with the administrator account.
You can also create a permissions templates to quickly grant new users permissions. When you then add users, you simply select a template that fits.
To create a permissions template, follow these steps:
You can create multiple templates with different settings.
Of course, you can make changes to the permissions of individual users without affecting the template.
However, you can not make changes to an existing template.
Also read Add Users.