Feature permissions

The Primary Contact or a Company Administrator can edit a user's ability to use certain UltraBranch features, with a few exceptions. The Primary Contact is automatically authorized to access all system features and this access cannot be edited. A Company Administrator may edit feature permissions of any other Company Administrator or User. He cannot edit his own permissions or those of the Primary Contact.

Editing Feature Permissions

From any page in the "Admin" section, click the “Feature Permissions” link to get to the “Edit Feature Access” page. This page shows all the features available to the business, as well as all the users. Below each user name are checkboxes that indicate features they can access. If the box is checked, the feature is authorized. If the box is empty, the feature is denied. You may change authorizations by clicking the boxes under each user name.

Click “Save” to retain any changes made.