How to enable renewals for non admin users

Steps to enable renewals for non admin users

Step 1 - Go to the main settings page.

Step 2 - Under Admin > Select Users.

Step 3 - Click the user name to open the user settings.

Step 4 - Scroll down to the Access section.

Step 5 - Check the box next to Manage Renewals.


If you untick  ‘Manage All Renewals’, the user will only be able to see and work with renewals for clients that have been assigned to them.

Step 6 - Click Update to save the changes.