Create and Edit User Roles

You can easily create Roles or edit existing ones to control user access to create, read, update or delete Accounts, Quotes or Price Lists. The Roles are available to assign to your Users.

  1. Go to Settings > Users & Roles > Roles > +Create for a new Role, or click on the name of an existing Role to make changes.
  2. Scroll down through Accounts, Quotes, Price Lists and Administration and check the box for the permission you would like to assign to that role.
  3. When creating new users or editing existing users, your Roles will show in the drop-down list under permissions. See related articles for instructions on creating these roles.

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