How to set BoatWizard user permissions and roles

BoatWizard has the ability to configure permissions based on the user. Below are instructions on how to manage these permissions and roles for BoatWizard Administrators.

Step 1. Click on Account in the top right corner (next to the Logout button).

Step 2. Click on your company name located above your username at the top of the page.

Step 3. Scroll down to the Hierarchy section and click on the user you would like to configure permissions for.

Step 4. Once inside the selected user’s profile, scroll down to the Hierarchy section and click on their username.

Step 5. Scroll down to the Roles section to begin configuring permissions. 

NOTE: Only 1 option within each area can be selected. If you would like Call Recording Access, you will need to have Brokerage Access or Office Access selected.

Step 6. Once you have set your roles, click on the Update button to save.

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