User permissions

If you can see the User access page under the Setup menu, you can set up user permissions.

Three tabs are displayed on the User access page: Details, Permissions, and Business views.

From the Details tab, you can view a user's name, email address, and role. To change this information, you need company administrator access not only in InFlight, but also in B2Bi SaaS Hub.

From the Permissions tab, you can set individual permissions for a user to perform data views and changes, view each report type, and perform different types of setup. Administrators can also change their own permissions. You can also set up a template of permissions to assign to users. After permissions are changed, users must log out and back in for their changes to take effect.

From the Business views tab, administrators can set up business view access for other users. Business views control the company data that users can see.