Permissions: Administration

The permissions here relate to administration-level features for managing users, roles, proposal templates, etc.

Feature Access Edit Add Delete
Proposal Templates View, sort, and select templates on the Proposal Templates page. Change the proposal settings in templates. Create and copy templates. Permanently delete proposal templates.
Users View, sort, and select users on the Users page. Change user information, and disable or enable users. Create ProPricer and Windows users. Permanently delete users and all their account information.
Roles View, sort, and select roles on the Roles page. Change the properties of roles, and disable or enable permissions. Create and copy roles. Permanently delete roles.
Access Tags View, sort, and select tags on the Access Tags page. Change the names and descriptions and access tags. Create access tags. Permanently delete access.
Active Sessions View, sort, and select active sessions on the Active Sessions page. Not applicable. Not applicable. Log users out of EstimatorFLEX by ending active sessions on the Active Sessions page.
Licensing View product license information on the Licensing page. Sync existing license keys. Activate new license keys. Deactivate existing license keys.
Report Text View Report Text settings. Change Report Text settings. Not applicable. Not applicable.
Company Data View theCompany Data setting. Change the Company Data setting. Not applicable. Not applicable.
Resource Alias Naming View the Resource Alias Naming setting. Change Resource Alias Naming setting. Not applicable. Not applicable.
ProPricer 9 Login Type View the ProPricer 9 Login Type setting. Change the ProPricer 9 Login Type setting. Not applicable. Not applicable.

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