How to edit role rights – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

How to edit role rights

Go to Administration > Roles.

To edit role Name and Description:

  1. Click the pencil icon of the role.
  2. Change Name and/or Description.
  3. Click Save.

To edit access rights of the role:

  1. Click on the Name of the role.
  2. Select correct module group and module.
  3. Click on the switch to turn a single access right on or off.
  4. After you have done all the changes, click Save.
Still have questions? We're happy to help Contact Us