Roles and access permissions
Control what each user can see and do in Zigaflow with roles and access permissions
5 articles
- What are user roles?Learn how user roles control which areas, cost and pricing details, reports and data exports each team member can access in Zigaflow.
- Giving users access to a moduleAssign a module to one or more users from Team Settings, then check their role permissions if they still can't access it after logging back in.
- Creating and editing user rolesCreate or edit a user role in Team Settings, set module access and quotation approval levels, and hide prices and costs from that role.
- Hiding prices and costsPrevent users with specific roles from seeing these and adding one-off items
- Prevent users from exporting dataCreate or edit a user role that blocks exporting data from chosen modules, then assign that role to users in Team Settings.