📝 Amend Access Levels For Deposits Tab Within CRM

Hannah
Hannah
  • Updated

Question

How do I amend Access Levels to allow the CRM Deposits Tab to be displayed? 

Answer

Workshop and Vehicles deposits can be viewed and added within CRM > Enquiry > Deposits

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In order to access the Deposits Tab you must go into Accounts > Sales Ledger > Ledger Parameters >Transaction Parameters

Select amend in the bottom right corner and from here enter the updated Access Level. 

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To find an individual user's access level to confirm you are setting the Deposits Tab to the correct level you must go into Administration > User Admin, search for a user and double click into their profile. 

From here you can view the Access Levels tab:

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