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How to set user roles and permissions

This how-to guide walks you through the straightforward process of setting user roles and permissions in your system.

victoriaworkflowsvictoriaworkflows
·13 steps·80 views·Published

This how-to guide walks you through the straightforward process of setting user roles and permissions in your system. Follow the outlined steps to manage user access efficiently, ensuring proper roles are assigned for effective collaboration.

Step-by-step Guide13 steps

  1. Click VA

    Click VA
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  2. Click Manage users

    Click Manage users
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  3. Click Invited

    Click Invited
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  4. Click on "Click here."

    Click on "Click here."
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  5. Click Edit access rights

    Click Edit access rights
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  6. Click on "Click here."

    Click on "Click here."
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  7. Click Deals regular user

    Click Deals regular user
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  8. Click Deals admin

    Click Deals admin
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  9. Click Global regular user

    Click Global regular user
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  10. Click Global admin

    Click Global admin
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  11. Click on "Click here."

    Click on "Click here."
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  12. Click Edit 1 user

    Click Edit 1 user
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  13. Click Confirm

    Click Confirm
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