User Roles
Customize user access and permission levels for each object with user roles
Roles give users a specific level of access to any feature or section of the platform.
Create a role
- In the left navigation panel, click your initials and select Account > Roles. All existing roles (including default roles) are available from this screen.
- In the Roles screen, click Add Role in the top-right of the screen.
- Enter the Name of the role.
- Select the Access Level for the role. You can then customize the viewable data by editing the Entity Privileges for the role.
- A user assigned to a role with Limited access only sees customers, prospects, and data for accounts they own, meaning they are the Owner, Sales Rep, or Account Manager.
- A user with Full access sees all customers and data.
- Click the Privileges tab and define the access privileges (shown below) for each object, such as customers, invoices, quotes, and Virtual Terminal.
- Select the Default Dashboard for the role. For more information, refer to Dashboards.
- Click the Dashboards tab and define the the access privileges (shown below) for each dashboard.
- Click Save in the top-right of the screen.
Access privileges
Privilege | Description |
---|---|
None | User cannot see the object. |
View | User has read-only access. |
Create | User can view and create new objects, but cannot edit. |
Edit | User can view, create, and edit objects. |
Full | User has Admin-level permission for the object. |
Assign a user role
- Open the user list under Account > Users.
- Click the Actions menu ( ⁝ ) for the user and select Change Role.
- Select the role.
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Updated 6 months ago