The permissions in Closeit are extensive and may not be obvious what each permission is for. This page will explain these permissions which are managed on the group management page.


Please follow the below guide where we will cover the Performance Metrics section of Permissions.


Click on Main> Admin Control Panel



Group Management



Click on Edit Permissions on the relevant Permission Group.



Click on Performance Metrics to expand the section



As you can see in the above screenshot, the permissions have appeared under Performance Metrics. Even though some permissions are self explanatory, below are explanations on what each permission is used for.


Allow Access to Sales Targets page - Allows users to access the Sales Person Performance page under Reports & Dashboards> Retail Sales Excellence


Display User in Sales Admin Target Overview -  Splits up users on the sales performance page accordingly


Display User in Sales Target Oview - Splits up users on the sales performance page accordingly



Simply click in the Enable/Disable radio box to enable or disable accordingly. Once complete, click update and the permission/s will go live within an hour.