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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
search for it
: Using the
drop down arrow
, make sure you view
Step 3 :
You will see a
list of names
, click on the one you wish to change.
Step 4 :
of the persons account
Step 5 :
Where it says
, click on the
to begin editing.
Step 6 :
Choose the new status you wish the user to have, then make sure you click
at the bottom.
Step 7 : That’s it !
If you experience any problems do not hesitate to contact us at
where we can assist you further.
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