Proposal Management roles and permissions
Only available if licensed for IRIS Elements Proposal Manager.
Two roles are available for IRIS Elements Proposal Manager users:
- User
- Administrator
which have the following permissions:
Permission | Role | |
User | Administrator | |
Create client |
|
|
Create proposal |
|
|
Delete proposal |
|
|
Edit configuration |
|
|
Edit proposal |
|
|
Save draft proposal |
|
|
Send proposal |
|
|
Update client |
|
|
View client |
|
|
View configuration |
|
|
View tenant's proposals |
|
|
View user's proposals |
|