Embedded Files
Defining user roles
Defining user roles
The system has one predefined default user role, which you can use as is or modify to suit your needs. You can create as many roles as necessary to match your company structure and organizational responsibilities, such as the following.
The system has one predefined default user role, which you can use as is or modify to suit your needs. You can create as many roles as necessary to match your company structure and organizational responsibilities, such as the following.
Default role
Default role
The default profile has full access to activities related to sales and quotes, and view-only access to company profile and credit information.
Admin role
Admin role
This user have permission to place an order using checkout with quote, and to view orders, quotes, and information in the company profile.
Senior role
Senior role
This user have access to all sales and quotes resources, and view-only permissions to the company profile, user and teams, payment information, and company credit.
Defining user permissions
Defining user permissions
Defining permissions per user allows the company administrator to control user activity for the company account in terms of:
OrderingÂ
Quoting
Purchasing
Access to company credit information
Access to company profile
Managing roles and permissions
Managing roles and permissions
In the left panel, select Roles And Permissions.
To create a role, click Add New Role.
Note: The default profile has full access to activities related to sales and quotes, and view-only access to company profile and credit information.
Enter a descriptive Role Name.
Under role permissions, do one of the following:
Select the checkbox of each activity that the new role have permission to access.
Select the all checkbox and clear the checkbox of each activity that the role do not have permission to access.
Click Save Role.
Create as many roles as necessary by repeating the above steps.
Modifying roles and permissions
Modifying roles and permissions
To modify a role click Edit in the actions column.
Make the necessary changes to the name and permission settings.
When complete, click Save Role.
Duplicate roles and permissions
Duplicate roles and permissions
To duplicate a role, click Duplicate in the actions column.
This action is helpful when there are two roles that are similar.
By duplicating such role, very little changes are required.
Make the necessary changes to the name and permission settings.
When complete, click Save Role.
Delete roles and permissions
Delete roles and permissions
To delete a role, find the role to be deleted in the list of roles.
Only roles without assigned users can be deleted.
Click delete in the actions column. When prompted to confirm, click ok.
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