Permissions: Administration

The permissions here relate to administration-level features for managing users, roles, proposal templates, etc.

Feature Access Edit Add Delete
Proposal Templates View, sort, and select templates on the Proposal Templates page. Change the proposal settings in templates. Create and copy templates. Permanently delete proposal templates.
Users View, sort, and select users on the Users page. Change user information, and disable or enable users. Create ProPricer and Windows users. Permanently delete users and all their account information.
Roles View, sort, and select roles on the Roles page. Change the properties of roles, and disable or enable permissions. Create and copy roles. Permanently delete roles.
Report Text View the Report Text settings. Change the Report Text settings. Not applicable. Not applicable.
Company Data View the Company Name setting. Change the Company Name setting. Not applicable. Not applicable.
Accounting Calendar Decimal Precision View the Accounting Calendar Decimal Precision setting. Change the Accounting Calendar Decimal Precision setting. Not applicable. Not applicable.
Resource Alias Naming View the Resource Alias Naming setting. Change the Resource Alias Naming setting. Not applicable. Not applicable.