How do I give permission to export records to a user?
Follow these steps to provide permission to a profile to export records:
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Look for the User Management section.
- Select Profiles.
- Click the +Add Profile button.
- Enter the profile name and description.
- Go to the Edit privileges of this profile section.
- Choose an app (Inventory, Sales, etc.) from the Edit privileges of the profile section and click the downward arrow.
- Choose a module.
- Click the downward arrow on a module.
- Scroll down to the Tools section. Enable the checkbox for Export to provide access to it.
- Click Save.