How can I create/edit a user Role?
September 22, 2016 11:17
You can create new user role directly within the "Administration".
Create a New User Role
Within this section you may allow users access per entry type - separately for Accounts, Contacts, Leads and Opportunities
Hierarchical Units Access Level
At the bottom of the Entities section you may also allow users access to the Pipeline step documents either for all Pipelines or just for selected
Within this section you may set the access to specific features of Pipeliner for the User Role. Below this section in the Features you may set the
Within this section you may set the access to the backend Administration section