How to give an account user the ability to Edit Orders

How to give an account user the ability to Edit Orders

Summary

Solatech Focus allows orders to be edited in certain circumstances. This article will describe how an Account Admin can enable that feature for users, and how they can effectively use this feature. 

Note: before the directions below can be implemented, your Site Administrator must enable this feature for your account. Once enabled,the primary Account Admin will automatically have access to edit orders. The instructions below outline how to give other users this permission. 

Instructions

  1. Click Admin from the upper navigational bar
  2. Click Users from the lower navigational bar
  3. Click a user name to access their employee record. 
  4. In the Privileges section you'll see a check box, Edit Orders
  5. Placing a check mark in that box and then clicking the Appy button will give the user the ability to edit orders. 

See also

  1. Using the Edit Order feature

Applies to:

  1. Solatech Focus
  2. Solatech DOS

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