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User Security Roles

Learn about the different user security roles

Bobbie Combs avatar
Written by Bobbie Combs
Updated over 10 months ago

When adding additional Users to your existing account, you will have the option to set your Users security settings using a predefined role.

Click on the drop down menu to view all of the options: administrator, designer, purchaser, bookkeeper, design assistant. See the characteristics of each option below.

Role options when adding a new user

  • Administrator: Allows full access

  • Designer: Can create new Projects, input specifications, create Proposals, but not Purchase Orders. They can also reprint Client Invoice but have no other accounting functions

  • Purchaser: Similar to designer, can create Projects and input Items and Components; they cannot create Proposals but can make Purchase Orders

  • Bookkeeper: Can access all Reports, Accounts Receivable, Accounts Payable and General Ledger functions but cannot add, edit, or delete Proposals and Purchase Orders

  • Design Assistant: Can view but cannot add or edit Projects. They can input specifications and make Proposals, but not Purchase Orders. Access to accounting functions is prevented

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