Method Community

 Yes, I watched the webinar. I understand how to assign roles, add permissions, etc. But the webinar does not answer the question I asked above, which is, is there someplace where I can see a listing of the screens and actions that the "Manager" role, for example, provides permissions to.

d.weigle- Watching this webinar HERE will help you understand how roles work in Method. -Michael

Is there somewhere that I can see the specific permissions assigned to the pre-defined Roles? The descriptions on the Roles tab are pretty general.

To update this forum post: I suggested making the Customer field required in the custom table and to keep note if this continues to happen. -Michael

To update this forum post: This issue was related to a drop down field that was updated for example it was changed from John to Michael, so all the records that previously had John in it were now displaying Michael. In situations like this it is best to add a new entry instead of changing an existing one. -Michael

Great!

Michael, Worked perfectly, thank you!  Nathan

Nathan- If you go to the email template and click HTML to view the HTML, you should see some items like  <img src="/Method/AccountPages/TemplateMichaelMelo/ImagesPublished/Chrysanthemum.jpg" alt="" /> change it to <img ...

Michael- Actually there was a bunch of functionality removed, so it's best not to use that screen and wait to hear more from us. -Michael

Michael- This copy was actually made by our dev team, they had to remove a feature from the screen you created in regards to exporting. You can use this copied screen for now until we address the issue on your orginal screen. -Michael