Follow these steps to provide re-open permissions to a profile:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the screen.
- Click Settings.
- You will land on the Settings page.
- Look for the User Management section and select Profiles under it.
- Hover on a profile and click the Edit icon.
- Choose an app (Inventory, Sales, etc.) and click the downward arrow on it.
- Choose a module and click the downward arrow on it.
- Scroll down to the Tools section.
- Enable the Re-open checkbox to provide re-open permission to the selected profile.
- Click Save.
To learn more about closed states, click
here.
To learn more about profiles, click
here.