User and Role Management
Creating Users and managing their user permissions
4 articles
Restrict Inspections by User RoleAllow only certain roles to carry out certain inspections
Restrict access to parts of the system using rolesUse System Setup > Roles & Role Membership to control which users can see, edit, create, and delete.
How can I stop users from seeing everyone’s opportunities?Set up your system so that users can only see quotes and opportunities that they are working on.
Add, remove, or manage usersView all of your users, add new accounts, and manage all of them in System Setup > Users.