Set Module Permissions

Set Module Permissions

  1. Click the Module Settings icon and select Module Permission from the drop-down menu. 
  2. In the Module Permissions-[Module] popup, select the profiles that should have access to the new module.
  3. Click Save
    You can also edit the Module Permissions at a later point in time.

Note

  • The options Module Permission and Set Permission will not be available in a single-user account. They are available only for accounts with more than one user.
    • Related Articles

    • Preview Module

      A preview of the module is available that helps you get a quick idea of what the module will look like to users in each profile. All you have to do is select the user profile to check out the preview. Based on the preview, you can modify permissions ...
    • Controlling Different Permissions

      After creating a profile, you must control the access to the modules (Leads, Clients, Companies, Tickets, Solutions, Services, Tasks, Events, Forecasts, Vendors and also Notes and Attachments), import/export, tools, report access, system ...
    • Modify Profile Permissions

      By default, users with Administrator or Standard profile can access this feature. The Administrator needs to provide profile permissions for other users based on which they can access this feature. As mentioned above, documents and their folders have ...
    • Controlling Different Permissions

      Controlling Different Permissions After creating a profile, you must control the access to the modules (Leads, Accounts, Contacts, Potentials, Tickets, Solutions, Products, Price Books, Tasks, Events, Forecasts, Vendors, Purchase Orders, Sales ...
    • Edit/Delete a Module

      To edit a module (standard module or a user generated module) Click Setup > Customization > Modules. From the list of modules under the Modules tab, click the desired module.  You will be taken to the Module Editor page where you can edit the module ...