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Creating and editing user roles

Create or edit a user role in Team Settings, set module access and quotation approval levels, and hide prices and costs from that role.

Open the role editor

1. Click on the Cog

Dashboard with the settings cog icon highlighted in the top-right toolbar, next to the notifications bell and user profile

2. Click "Team Settings"

Settings menu with Team Settings highlighted, showing options like Manage Team Members, Manage Teams and Work Distribution

3. Click "Create New Role" or click on the edit button next to a role to edit it

Manage Roles screen with the Create New Role button highlighted above the role list, each role with edit and delete icons

4. Enter the name for the new role or leave it it you are editing an existing one

New User Role window with the Role Name field highlighted, above Select All and Quotations and Sales Orders permission checkboxes

Set the role's access

5. Select the contol that role has either for the whole module or specific functions

New User Role panel with Quotations permission checkboxes ticked and the Delete Quotations checkbox highlighted

6. Set the quotation approval level here - these need to be first set up in the quotation settings

Role permissions panel with Quotations checkboxes, highlighting the empty Approval Setting dropdown below them

7. Click this checkbox to deselect an entire module

Role permissions screen with the eForms module header checkbox highlighted to deselect all eForms permissions at once

8. Hide prices and costs from users with this role here

User role permissions panel with the View Costs checkbox highlighted in the Prices & Costs section

9. When you are done click "Create Role" for a new role, and "Save" for an existing one

Team Settings role permissions panel with Operations options checked and the Create Role button highlighted at the bottom

Learn more: user roles and permissions

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