Users & Roles

Users & Roles

Roles

+ Add Role

You can set permissions after creating the role.

default
Module View Create Edit Delete
Customers
Employees
Teams
Jobs
Estimates
Invoices
Payments
Admin

Customers

Employees

Teams

Jobs

Estimates

Invoices

Payments

Admin

Module View Create Edit Delete
Customers
Employees
Teams
Jobs
Estimates
Invoices
Payments
Admin

Customers

Employees

Teams

Jobs

Estimates

Invoices

Payments

Admin

Module View Create Edit Delete
Customers
Employees
Teams
Jobs
Estimates
Invoices
Payments
Admin

Customers

Employees

Teams

Jobs

Estimates

Invoices

Payments

Admin

Module View Create Edit Delete
Customers
Employees
Teams
Jobs
Estimates
Invoices
Payments
Admin

Customers

Employees

Teams

Jobs

Estimates

Invoices

Payments

Admin

Assign Roles to Employees

This writes the chosen role into employees.role.

ID Name Email Role Save
3 Adam Wardell laurawardell847@gmail.com
1 Carl blackmirror616@gmail.com
13 Chuck
9 ian friedman rfulgoni@verizon.net
4 John ramobo john@example.com
12 new guy steven.seldin@us.af.mil
11 Raymond Fulgoni rfulgoni@verizon.net
7 test one@one.com

Tip Grant “Admin” permissions only to trusted users.