In addition to the general Phocas user access, permissions and data restrictions, if you want to give a user access to Rebates, you need assign the Rebates license and give the user permission to use Rebates.
Assign the
CRMRebates license
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The ability to assign a Rebates license to someone depends on the number of licenses that are available for your Phocas site. |
Click the Phocas menu button > Administration > Users to open the Users screen, then use one of these methods to assign the license:
For an individual user: Click the user’s name (blue link) to open the user maintenance form, then on the User tab, go to the License section and set Rebates to Yes.
For one or more users: Click the green Users button and select License to open the license view, then select the Rebates checkbox for the applicable users.
For multiple users in bulk: Select the users for whom you want to update details and click More > Bulk Update, then select Yes from the Rebates dropdown list and continue with the bulk update.
Enable the
CRMRebates permission
Open the user’s maintenance form and click the Profile tab.
Select one of these options:
Assign the user a profile containing the Rebates permission.
Select the User Specific profile, scroll down to the Rebates section (towards the bottom of the screen) and select the Rebates checkbox.
Click Save.
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