Set Up Access to Application Tabs

You can control a role's access to the tabs in Ajera CRM applications. This includes all tabs, even custom tabs added to Ajera CRM by your company.

Prerequisite: Select an existing role.

To select the tabs that a role can access, complete the following steps:

1. On the Roles form, click the Access Rights tab.
2. From the Functional Area drop-down list, select Application Tabs.
3. Select an application and use the Add and Remove buttons to move tabs between the Hidden and Viewable columns, or select Full access to all tabs.
4. Click Save.