• FAQ
  • Tutorials
  • Live Demo
  • Latest Update
  • Future Roadmap
  • Developer Api
  • Submit Ticket
  • Contact Us

BORG Sales Automation

  • How Borg Desk AI work in Sales CRM for enhancing lead conversion ?

BORG Accounts Book

  • Has Borg Desk Account Module been integrated with Tally/Busy Accounting Software ?
How to Set User Privilege from User to Admin for separate modules from Master Admin accountDashboard?

Set User Privilege easily by following these steps ➖

Step 1➖First Login to BORG Suite ERP & Change Rights from regular user to Admin from User Management if not yet done for that particular user  Click here for Reference  After doing this only admin can be made to access separate modules as admin right. Pls make sure, If regular user is not set as admin in the user management account, This user won't be listed anywhere as admin to assign admin right for modules.

Only changing rights from regular user to admin, won't work as admin for any modules untill it's defined admin access for any module/s from user privilege as given in below futher steps.

Step 2➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.There are a total of 12 menu options available in the BORG Admin dashboard.Click on the Set User Privilege.

Step 3➖Clicking "Set User Privileges" opens a page that displays a list of all users and their current Module access. Here, you can manage User permissions by assigning access to various modules, including:

  1. Module Access 
  2. Service Desk
  3. Marketing and Sales 
  4. Manage Admin Rights

 

Step 4➖Assign Module Permissions for which module you want to grant admin access rights for that particular module. to User by:

  1. Selecting the checkboxes next to each Userfor the desired modules to grant permission.
  2. Unchecking the checkboxes next to each User for modules to remove permission, and
  3. Click "Update" to save the changes.

 

 

If you want to Grant Administrative rights to a User, follow these steps ➖

Step 1➖Clicking the "Admin Right" button on the User Privileges page opens a list of users with administrative rights.

Step 2 ➖Manage Admin Rights to users by:

  1. Selecting the checkboxes next to each User for the desired modules to grant permission.
  2. Unchecking the checkboxes next to each Userfor modules to remove permission, and
  3. Click "Update" to save the changes

 

If Still any Concern or need one-to-one session with our Product Manager  Reach out to us on https://wa.me/918506009898 or Mails us from your regisrted email id to "[email protected]" our team will get back to you

Here are few other relavent questions, you may be looking for-

How to Add and Manage Users from Admin Dashboard?

How to See the User License Information from Admin Dashboard?

How to Set User Permission from Admin Dashboard?

 

If still any concern or need one-to-one session with our product experts reach out to us https://wa.me/919667916787 or mail us from your registered email id to "[email protected]" our team will get back to you

 

Admin
June 28, 2021
0 Comments
Share this post
How to Set User Privilege from User to Admin for separate modules from Master Admin accountDashboard?
How to Edit or delete Customer Details?
Did this page help you?
LikeYes
DislikeNo
Powered by BORG DESK | Terms of Service | Privacy Policy-2025
  • Home
  • FAQ
  • Tutorials
  • Live Demo
  • Latest Update
  • Future Roadmap
  • Developer Api
  • Submit Ticket
  • Contact Us