Set up Security
InoLink has the following Security Roles:
The InoLink Administrator is given the right to both configure InoLink settings and promote the record to QuickBooks.
Here are the steps to assign security role to users.
Go to Advanced Settings --> Settings --> Security.

Select Users.

Select a user --> Click on Manage Roles.

Select the security role you want to assign --> Click Ok.

For further queries, reach out to us at crm@inogic.com
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