1. Set-up Role Responsibilities
Within the ‘Company Profile Settings’ page, navigate to ‘Access Level Settings’ section then go to ‘Pipeline: Full Kitting’. Click the dropdown menu and assign a User Role to their corresponding access rights for Full Kitting projects.
- Update- user can ‘Add, Edit, Reverse, or Remove’ Pipeline: Kick Off projects
- View- user can see but cannot ‘Add, Edit, Reverse or Remove’ Pipeline: Kick Off projects
- None- cannot update even view Pipeline: Kick Off projects
