💎 The SII is included in the Standard , Advanced and Premium plans. In order to access this functionality, activate the Paid Gem from the Holded Store .
Click on Manage roles
Click + Create Role
Add a title and description for the role
Go to the Sales
tab
Enables access to sales and billing through the
selector
Search for SII Shipping among the options on the list
Use the selector to its right to enable access to SII functions for users assigned this role
Those users who do not have this option activated will not be able to register or cancel purchase/sale documents in the SII, while only administrators or owners of an account will have the necessary permissions to add automation rules.