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 the role of existing users. Not applicable. Users can only be created in EstimatorFLEX Authorization Server. To learn more, see the EstimatorFLEX Authorization Server Help. Permanently delete users.
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 tags.
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 the Report Text settings. Change the Report Text settings. Not applicable. Not applicable.
Company Data View the Company Name setting. Change the Company Name setting. Not applicable. Not applicable.
Resource Alias Naming View the Resource Alias Naming setting. Change the Resource Alias Naming setting. Not applicable. Not applicable.
ProPricer 9 Login Type View the Login Type setting. Change the Login Type setting. Not applicable. Not applicable.