Setting user permissions for Customer Module 

The owner of the Portal (Back Office) will have access to the Customer Module but other staff members will need to be granted access. Follow these steps to ensure the appropriate permissions are assigned.

1. From the dashboard of the Genius Portal using the left side navigation click Staff , then in the drop down option select User.
   
   

 

2. Select the User/Staff member, by clicking the pencil icon to the left of the username.
   
   
    

3. Define the relevant user role and group using the checkboxes and click Save.
   
   
   
   

4. Next, in the side navigation select Click Staff and then select Group in the dropdown menu.
   
   

5. Make sure the corresponding group options are selected as needed
   
   

• Allow users to access Customers

• Allow users to add, adit, deactivate customers records
  
  

Adjust permissions based on each user’s role and responsibilities.

 

Step by Step Summary 

1. From Genius Portal click Staff in the side navigation then select User.

2. Select the User, by clicking the pencil icon to the left of the username.

3.  Click the checkbox to define the relevant user role and group and Save.

4. In the side navigation select Click Staff and then select Group in the dropdown menu.

5. Make sure the corresponding group options are selected as needed

• Allow users to access Customers

• Allow users to add, edit, deactivate customers records