Installation Company ERP / CRM


How To Understand User Roles & Permissions

To do this:

  1. In your Main Menu, head to Admin and select ‘Manage Users’.
  2. Click the ‘i’ and this will load a detailed PDF on what roles and licences can do specific things around the system.
  3. A Super Admin role allows a user to do and see everything within the system.
  4. Whereas a user with a Sales role would not be able to add a Purchase Order without having the Purchasing or Purchase Order Admin role assigned to them.
  5. To change or add a role, select the ‘Edit’ button on the user you’d like to change.
  6. Let’s look at an example, B Brown. He already has Super Admin assigned to him but we will also add Finance as a new role to his user. (Remember to click Save). If we log-in to B Brown’s account and head to a contract.
  7. Select the Invoice tab, click the pencil edit button on an invoice and scroll down. You’ll see B Brown is able to delete the invoice.
  8. B Brown is also able to access the Finance tab as the Finance role has been added to his user.
  9. If you head back to the Manage Users area and click ‘Edit’ on B Brown’s user. Remove the Finance and Super Admin role and click ‘Save’.
  10. If we head back to the same contract in B Brown’s account and select the Invoice tab and an invoice. Scroll down and you’ll see B Brown is no longer able to delete the invoice.
  11. You’ll also notice the Finance tab is no longer visible. This is due to the Finance role being removed.


Thank you for watching our how-to video on How To Understand User Roles & Permissions, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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