Product View Permissions

Introduction

Update the permissions for each product, this can be limited to ALL or SOME of your products.

For example, you can have a protection adviser only see product they can advise on, and hide everything else, such as mortgage products.


User Permissions


Home > System Settings > User Permission Groups & Set Permissions > Edit (against the user group you wish to update).

The specific user permission needs to be enabled to allow users to edit the ‘‘Can Maintain Users’.

NOTE:
You need to be a user with permissions to make system changes. If you do not see the above option, please see your system super user.


How to set the permissions

 

Click on the Save Permissions when you are finished.