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How to specify the role permissions for the partners modules


Anindita Basu    Feedback

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.

Configuration options

Action Where
Add a partner Mobile, web
Edit a partner Mobile, web
Bulk upload Web
Export the partners list Web
Reassign a partner Web
Delete a partner Web

Dependencies

How to

  1. Log in to the Vymo web app and click the gear icon in the upper-right corner of the screen.
  2. In the Module Settings section, click the module for which the role-based permissions are to be defined.
  3. Click Permissions.
  4. 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.

    Tip

    Each of these actions has on-screen guidance to help you along. Move the cursor over the information icon to read the details.

  5. When done, click Save near the top right. Then, release the changes.

See also


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