Set permissions for a role

1. In the Navigation Pane, click Administration > Roles.
2. On the Roles page, select a role, then click Permissions. Alternatively, double-click the role.
3. Click the Proposals, Estimates, Administration, Collaboration, and Libraries tabs to view the list of permissions for each group of features.
4. Select or clear the Access, Edit, Add, and Delete checkboxes to enable or disable permissions, respectively.
5. To set permissions for another role right away, select it in the Role menu above the list (Optional).
6. Click Close.

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