Step 1: Log into Business Manager
Access the Business Manager platform using your credentials.
Step 2: Navigate to the Employees Section
From the dashboard, click on the Employees option in the main menu.
Step 3: Locate the Employee to Edit
Browse or search through your employee list to find the person whose permissions need adjustment.
Scroll to the right of their details and find the Edit icon (a pen).
Step 4: Enable Edit Mode
Click the Edit icon to open the employee's profile for editing.
Step 5: Adjust Discount Permissions
In the Other Details section, find the field labeled Allow Service Order Discount.
Open the dropdown menu under this field and select:
Yes to allow the employee to offer discounts.
No to restrict the employee from offering discounts.
Step 6: Save Changes
Click the Update button to save your changes.
Why It's Important
Setting discount permissions ensures that only authorized employees can provide discounts, preventing unauthorized use and aligning with your business’s discounting policies. This control enhances oversight, supports strategic pricing decisions, and safeguards your profit margins.
For further help, contact our support team or refer to additional help center articles.