How to change the Management Settings of the Field Force?

To access the General Settings;

1- Click on your username in the upper right corner of the screen.

2- Click on the Settings button.

From the Client Management By Field Force;

• If the Can Create New Clients box is marked; field force will have the authority to create a new client.
• If the Can Edit Clients box is marked; field force will have the authority for editing the current clients.