Managing Business Place Permissions

This feature is available after applying for WORKS Finance.

In Manage Business Place Permissions, you can manage Sales Management Permission by business place or employee.

Grant Permissions by Business Place

The following shows how to grant permissions by business place.

  1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
  2. Click ‘Manage Business Place Permissions’ from the menu.
  3. Click the 'By Business Place' tab.
  4. In the business place list, select the business place to grant permission.
  5. Click 'Add' in the right area, then search for and add employees. Only employees who have been granted Sales admin permission are searched. You can grant Sales admin permissions in 'Admin > Security > Admin Authority'.
  6. Click ‘Save’.

Remove Permissions by Business Place

The following describes how to remove permissions by business place.

  1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
  2. Click ‘Manage Business Place Permissions’ from the menu.
  3. Click the 'By Business Place' tab.
  4. In the business place list, deselect the business place to remove permissions.
  5. In the right area, select the employee to remove business place permission.
  6. Click 'Delete'.

Grant Permissions by Employee

The following shows how to grant permissions by employee.

  1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
  2. Click ‘Manage Business Place Permissions’ from the menu.
  3. Click the ‘By Employee’ tab.
  4. Select employees from the employee list or search for employees using the employee search. Only employees who have been granted Sales admin permission are displayed in the employee list. You can grant Sales admin permissions in 'Admin > Security > Admin Authority'.
  5. Select the business place.

Remove Permissions by Employee

The following describes how to remove permissions by employee.

  1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
  2. Click ‘Manage Business Place Permissions’ from the menu.
  3. Click the ‘By Employee’ tab.
  4. In the employee list, select the employee to remove permissions. Only employees who have been granted business place permissions are displayed. You can add an employee in the 'By Business Place' tab.
  5. In the right area, deselect the business place to remove permissions.
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