Roles and permissions

Steps

1. Go to Admin → Users & access and open the Roles & permissions tab.
2. Open a role (e.g. Sales) - or click New role, name it and, under Start from, choose a role to copy.
3. Tick what the role may do in each module: view, create, edit, delete, export, approve.
4. Click Save permissions - the change applies at each user's next page load.

Good to know

• You cannot change a role you hold yourself - ask the owner or another administrator.
• A role that still has users cannot be deleted - move its users to another role first.
• New modules are not added to existing roles automatically - tick them for the roles that need them.