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.
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
- The role must exist. See How to create custom roles.
How to
- Log in to the Vymo web app and click the gear icon :octicons-gear-16: 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.
Tip
Each of these actions has on-screen guidance to help you along. Move the cursor over the information icon to read the details.
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When done, click Save near the top right. Then, release the changes.