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