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 For users to access Rebates, they need both the Rebates license and give the user permission to use Rebates.
Assign theRebates license
The ability to assign a Rebates license to
someonea user 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 You can assign the license :
Forin three ways.
Assign the license to an individual user:
Click userOn the user’s
name (blue link) to open the , then on the> User tab
, go to the> License section
and, set Rebates to Yes and click Save.
For one or more users: Click the green Users button and select License to open the license view, then While you are here, you can proceed to assign the Rebates permission (see below).
Assign the license to multiple users at the same time: On the main Users screen, either:
Switch to License view, select the Rebates checkbox for the applicable users, then click Save.
For multiple users in bulk:
Select the applicable 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 process.
Enable the Rebates permission
OpenOn the user’s maintenance form
and click the Profile tab.Select one of these options:
Assign the user a profile containing the Rebates permission.
> Profile tab, either assign a profile that contains the Rebates permission or go to the Rebates section (
towardsnear the bottom of the screen) and select the Rebates checkbox.
ClickThen click Save.
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