Upgrading a user's permission in Salesforce

Upgrading a user’s permission in salesforce means a member of staff can have more access within the BookNow for example being able to move bookings or make refunds.

 

The table below shows what each level of user can and cannot have access to.

 

 

Upgrading permission is a simple process and can be done in a few steps shown below

 

Step 1 : On the Saleforce platform either find the accounts tab on the top bar or search for it using the nine dots.

 

Step 2 : Using the drop down arrow, make sure you view ‘Employees Accounts’

 

Step 3 : You will see a list of names, click on the one you wish to change.

 

Step 4 : View the details of the persons account

 

Step 5 : Where it says profile, click on the pen to begin editing.

 

Step 6 : Choose the new status you wish the user to have, then make sure you click ‘Save’ at the bottom.

 

If you experience any problems do not hesitate to contact us at [email protected] where we can assist you further.