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 Yes Yes
Create proposal Yes Yes
Delete proposal   Yes
Edit configuration   Yes
Edit proposal Yes Yes
Save draft proposal Yes Yes
Send proposal Yes Yes
Update client Yes Yes
View client Yes Yes
View configuration Yes Yes
View tenant's proposals   Yes
View user's proposals Yes