Reviewing Recommended Roles and Permissions
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1. Using Universal Search, navigate to the Roles and Permissions dashboard

2. Scroll down to see recommended permissions based on the User Type

3. View permissions for Employee Roles

4. View Permissions for Financials

5. View Permissions for Customers, Chains, Suppliers, and Vendors

6. To set a Role, navigate to the Users table

7. Apply filters to search for a specific user

8. Arrow in to select and view their User record

9. Locate the Role field and click the Pencil Icon to edit

10. Select a Role from the list provided and click Save when complete