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User Security Roles

Learn about the different user security roles

Bobbie Combs avatar
Written by Bobbie Combs
Updated over a year 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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