How to specify the role permissions for user accounts
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. You can specify these options and permissions differently for each role.
|Permission||What happens when it's enabled|
|Add a user account||The person sees an Add option on the modules list screens|
|Edit a user account||The person sees an Edit option on the record details screen|
|Change the manager for a user account||The person sees a Change Manager option on the user details screen|
|Bulk upload user accounts||The person sees an Upload option on the modules list screen|
|Export the users list||The person sees a Download option on the user list screen|
|Unlock a locked user account||The person sees an Unlock User Account option on the user list screen|
|Enable a locked user account||The person sees an Enable User Account option on the user list screen|
|Disable a locked user account||The person sees a Disable User Account option on the user list screen|
- The role must exist. See Configure custom roles.
- Log in to the Vymo web app and click the gear icon in the upper-right corner of the screen.
- In the User Management section, 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 is 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.