Page Comparison

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For additional details on the fields presented on the role groups screen see the Configure Role Groups screen help article.

Prerequisites

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1. Log into the LogiSense Billing application

2. Click on the Setup menu then Users & Accounts

   

3. Click on Users

   

4. Click on Role Groups

   

5. Click on the icon to add a new role group

   

6. First enter ‘BillingGroup’ as the name then:

   1. under the Menus section click No Permission beside Account until it shows as Unrestricted

   2. next click Full Permission beside Overview until it changes to Read Only

   3. follow the same steps to set Profile and Communication to Read Only

   4. click on Full Permission beside New until it changes to No Permission

   5. click on Billing and leave as Full Permission. On the Screens section you can see that this user will have full access to all billing screens
      

      

   6. click on Save to save the role group

Next Steps

• Configuring roles: Once role groups are setup the permissions granted by the groups can be assigned to roles. See the Role Configuration Example article for details