CG Role: Full User + Price Lists

Listed below 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 and edit Price Lists, but doesn't need any Administrative settings.

To create a Role for a User who needs Admin and Price List privileges, see CG role: Full User + Price Lists And Settings.


CREATE FULL USER + PRICE LISTS AND SETTINGS ROLE:

  1. Go to Settings > Users & Roles > Roles > click the Create button from the top menu.
  2. Name the new Role > add a description of who this Role will be useful for (optional).
  3. Check the boxes listed in the image to create this Role > Save.create a countergo role for a full user with ability to edit price lists