Can I provide reopen access to non-admin users?

Yes, you can. Every user has a role. And every role has a profile assigned to it. If a profile has re-open permission, then users who belong to the profile can re-open closed records.

Follow these steps to provide re-open permission to a profile:

1. log in to your CRM account.
2. Click the User Menu on the top right corner of the CRM screen.
3. Click Settings.
   • You will land on the Settings page.
4. Look for the User Management section and select Profiles under it.
5. Hover on a profile and click the Edit icon.
6. Choose an app (Inventory, Sales, etc.) and click the downward arrow on it.
7. Choose a module and click the downward arrow on it.
8. Scroll down to the Tools section.
9. Enable the Re-open checkbox to provide re-open permission to the selected profile.
10. Click Save.

To learn more about users, click here.
To learn more about roles, click here.
To learn more about profiles, click here.