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:

  1. Go to Settings > Users & Roles > Roles and press +Create at the top of the page. 
  2. Name the role, and write a description of who this role will be useful for (optional).
  3. Check the boxes you see below to create this view. Click Save.

    Full User Settings

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