User Permissions Setup

Navigate to Setup by selecting the gear icon in the upper right-hand corner of the page and selecting setup .

Use the Quick Find bar to open Permission Sets.

There are six permissions available:

1. SalesReady Base: All licensed users must have this permission set.

2. SalesReady User: Must be given to anyone who will SalesReady for its core functionalities, including quoting, document generation, or eSignature.

3. SalesReady Admin: Grants the ability to setup and manage the SalesReady application, which includes creating and editing document templates.

4. SalesReady Bundle Manager: Provides specific bundle manager access within the configuration tab for users who should not have admin privileges.

5. SalesReady Bundle Manager: For users who need to finalize Anrok invoices for tax purposes.

6. SalesReady Approver: Allows the user to access line item comments.

Select the permission set you would like to assign by clicking on the Permission Set Label and then click manage assignments .

Click add Assignment .

Use the checkbox to select the users you wish to assign the permission to and then click Next .

You can set an expiration date if you would like using the fields at the top of the page or you can choose to have the permission to not expire. Click assign to finish assigning the permission to the selected user(s).