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User Rights

Hi-

How can I have a FULL rights team member be able to set up New Customers and Run certain reports?

Stacy Zellner Answered

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Hello Stacy,

To be able to create new customers or new reports, you will need to be a Full licensed user.

Admin of your organization will be able to assign you a new license.

Here are great articles that you might find helpful:

User types and roles: http://usermanual.clarizen.com/#1-4-about-user-types-roles

License types: http://usermanual.clarizen.com/#1-5-1-license-types-explained

Editions and Licensing: http://usermanual.clarizen.com/#1-5-editions-and-licensing

Adding new customers: http://usermanual.clarizen.com/#10-2-adding-new-customers.

Creating new reports: http://usermanual.clarizen.com/#13-1-report-overview

For further clarification, we suggest you register for one of our daily Q&A webinars (see the link-> http://www.clarizen.com/live-demo-europe.html).These are great resources for free consulting with our Customer Success Managers and visual answers to your questions. One of our experts will be able to explain it in detail in a much faster manner.

Thank you,

Diana

Diana Sandura 0 votes
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