Participant View Permissions

Owned by Roly Birkwood
Sept 29, 2021
2 min read

Introduction

Update the permissions for each user group, this can be limited to ALL or OWN participants within the address book.

For example, you can have a mortgage adviser only see participants associated with them and hide everything else, such as another mortgage advisers introducers.

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

The options displayed here allow you to fine tune each option a user can perform against a participant profile and actions within a product record.

 

The options displayed here allow you to fine tune each option a user can view against a participant profile and within a product record.

Click on the Save Permissions when you are finished.