Purchase Permission

Posted on 2025-07-04 Updated on 2025-07-04

Guide: Purchase Permission

Welcome to the user guide for the Purchase Permission in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Purchase Permission

Users can access the modules based on their permission.

Admin: has unrestricted access to all the modules. You as an admin, can assign permission for role or specific employees.

Add Permission

  • Step 1. Go to Settingsmenu under Purchasemodule from the left sidebar.
  • Step 2. Select Permissionsmenu -> Click on the Addbutton.
  • Step 3. In the Add Permissionspage, fill the following details: -Role:  if you choose a role, this set of permissions applies to all employees of the selected role.-Staff name:  if you choose staff, this set of permissions applies to select staff.
  • Step 4. Click Savebutton

Edit Permission

To edit the details of an existing permission:

  • Step 1. Go to Settingsmenu under Purchasemodule from the left sidebar
  • Step 2. Select Permissionsmenu ->Select permission need to be edited and click Edit
  • Step 3. Make the necessary changes and click Savebutton

Delete permission

  • Step 1. Go to Settingsmenu under Purchasemodule from the left sidebar
  • Step 2. Select Permissionsmenu ->Select the permission need to be deleted and click Delete
  • Step 3. Confirm your selection in the following pop-up. The permission will be deleted.

Found this article helpful?

[ 1 Out of 1 Found Helpful ]

Still no luck? we can help!

Submit a ticket and we’ll get back to you as soon as possible.

Support Chat Available
Account login is required to start, please login to your account to proceed.