💡 You can assign one or more roles to a user, each with specific rights. These roles and their associated permissions are configured here.
💡 By default, 4 roles are predefined: Administrator, Account Manager, Head Account Manager, General Director. You can modify the settings and permissions for these roles here.
⇢ Go to Settings - Users - Roles.
Click on a role line to edit it.
Click the green plus sign to create a new role.
General Information
Name: the name of this role. Typical examples include Administrative Assistant, Account Manager, Director, …
Visible in dropdowns: enabled by default. If you no longer want to use a role, you can disable it here.
Description: an optional field to provide additional details.
Roles – Modules
💡 In the sections below, you can check the permissions per module that a user with this role should have access to.
💡 Need help configuring a role? Don’t hesitate to contact us.