If a unit manager is unable to place callouts, submit quotes, or authorise orders, it is likely due to their user group permissions. The steps below differ depending on whether your organisation uses the in-house module.
Set up without the 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.
From the Admin area, click Settings next to the user account.
Select Unit Managers.
Unlock the green padlock
icon.Enable the required permissions by setting them to Yes.
Click Save.
Set up with the in-house module
📌 Note: If you use the in-house module, unit managers are managed under the In-House section.
Follow the steps below to update their permissions.
From the Admin area, click Settings next to the In-House window at the bottom of the page.
Select the User Groups tab.
Select the required user group.
Unlock the green padlock
icon.Enable the required permissions by setting them to Yes.
Click Save.