User and Role Management
Creating Users and managing their user permissions
3 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 Current RMS system so that users can only see quotes and opportunities that they are working on.