If a unit manager is unable to place callouts, submit quotes, or authorise an order, it may be due to their user group permissions.
Checking and updating their setup ensures they have the correct access to perform their tasks efficiently.
Set up without in house module
📌Note: If you do not use the in house module, unit managers can be found under the Unit Details section.
Follow the steps below to update their permissions:
Click the Admin area
icon.
Click Settings next to the user account.
Select Unit Managers.
Unlock the padlock
icon.
Enable the permissions required for unit managers by clicking Yes.
Click Save.
Set up with in house module
📌Note: If you use the in house module, unit managers are managed under the In House section.
Follow these steps to ensure they have the correct permissions:
Click the Admin area
Click Settings next to the In House window at the bottom of the Admin area.
Click the User Groups tab.
Select the required user group.
Unlock the padlock
Enable the permissions required for unit managers by clicking Yes.
Click Save.
Updating user group permissions ensures that unit managers can perform essential tasks such as placing callouts, submitting quotes, and authorising orders without issues, reducing delays and improving workflow efficiency.