SOR - User Permissions

Introduction

In order to use the SOR function, it is required to grant the appropriate 'User Permissions', to ensure users can view and use the SOR Libraries and Items across different sections of the back office system.

To grant the user permissions, navigate to the ‘Users’ page by clicking ‘Settings’ within the left navigation pane, and select a user from the ‘Staff List’.

This will direct you to the ‘User Details’ page of the selected user.

Within this page, under User Roles and Permissions, grant the permissions for ‘Schedule of Rates Library(s)’ within the ‘Business’ section.

Similarly, grant the required Schedule of Rates permissions within ‘Libraries' and ‘Advanced’ sections under User Roles and permissions.

Upon setting up user permissions, the SOR functionality will be enabled for use by the back office users.

Further Support

For further information or assistance on the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Account and Project Management teams can be reached by emailing accountmanager@joblogic.com or projectmanager@joblogic.com respectively.

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available or new releases within the system. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions and settings.