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Can I provide reopen access to non-admin users?

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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.
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