How to specify the role permissions for the partners modules
Roles determine what you, as a user, can see or do on Vymo. So, for example, if you're an administrator, you can have more menu options and be able to do many more actions than a person with the role of an agent. For each partners module, you can specify these options and permissions.
|Add a partner||Mobile, web|
|Edit a partner||Mobile, web|
|Export the partners list||Web|
|Reassign a partner||Web|
|Delete a partner||Web|
- The role must exist. See How to create custom roles.
- Log in to the Vymo web app and click the gear icon in the upper-right corner of the screen.
- In the Module Settings section, click the module for which the role-based permissions are to be defined.
- Click Permissions.
For each of the actions that are listed, select the roles that can do those actions. If you don't select any role for a specific action, that option wont be displayed on the app screens.
Each of these actions has on-screen guidance to help you along. Move the cursor over the information icon to read the details.
When done, click Save near the top right. Then, release the changes.