Admin > Settings > User Membership
Individual Permission Sets
Each user can have their permissions individually tailored for their entire Zahara access. You achieve and edit this by clicking their name in the user section to get to the options shown below. 1
You can edit to suit and then click update permissions.
You also have Roles
Roles create user permission sets and provide different home page dashboards.
Some fundamental role knowledge …
- To get the Finance dashboard with graphs and numerics – you need to be a Finance user.
- To get the workflow dropdown list when raising an order, you need the Admin role.