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 |