Sales

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Under Sales, user permissions can be granted for a whole range of sales activities

Types of permission can be Full Access and No Access
Full Access: Users can perform the sales activity
No Access: Users cannot perform the sales activity

How do you edit permissions?

  1. After logging in to your PrognoStore account, click Settings
  2. You will be taken to the settings page, then click Permission Matrix. This is where permissions can be edited for your users.
  3. Under the Sales section, click 'Edit Permissions' and edit permissions page will be opened
  4. Click on the user type for whom you want to edit permission
  5. Click and hold the sales activity, then move it across to the type of permission you want to grant the user type
  6. Click SAVE to make update the permission
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