How can I create/edit a user Role?

Juraj Perina

September 22, 2016 11:17

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You can create new user role directly within the "Administration".

Create a New User Role

Entities

Within this section you may allow users access per entry type - separately for Accounts, Contacts, Leads and Opportunities

Hierarchical Units Access Level


Access Rights

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

Features

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

Administration


Within this section you may set the access to the backend Administration section

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