CG role: Full User
Here are the suggested settings for a Role called "Full User". This Role is designed for a typical user that needs to create and edit quotes but doesn't need to edit the Price List or any administrative settings.
To create this Full User role:
- Go to Settings > Users & Roles > Roles and press +Create at the top of the page.
- Name the role, and write a description of who this role will be useful for (optional).
- Check the boxes you see below to create this view. Click Save.