Set-User-Permissions-to-View-Work-in-CRM-Explorer

User permissions can be set within Made2Manage as to whether
a specific user can view Made2Manage or not.

Once this is done, documents can be filtered according
to the assigned sales rep.

To set the permission for a user to view and work in Made2Manage

• On the Toolbar, click
  Browse.

• The Browse For User Management window appears.

• Select a row that contains the required user name, and click Select.

• Or, double-click the row that contains the required user name.

• On the Toolbar, click More Actions.

• Select More Actions > Actions > Permission.

• The User Permissions
  (PERM) page appears.

• Assign the permissions for the required module:

  • In the grid, under the Group column, expand the required module.

  • Or, on the grid toolbar, click Expand All to expand all modules.

  • Under a permission’s column, select or clear the appropriate
    check box to assign or revoke that permission.

• Repeat the above steps
  to set the permission level for other users.