This article will discuss the various permissions your User Roles in WORK / SignsearchPRO are defaulted to. Note that you can adjust these default settings as well, click here to learn how.
Need to create a custom user role? - Learn more.
The primary account holder is the Account Owner. There can only be one account owner assigned to a WORK / PRO account. The Account Owner has complete control over the PRO account and is assigned all permissions.
Administrator, Account Manager, Project Manager and User accounts will have the following permissions and this cannot be changed. There are four user permission levels, here are the default permissions for each:
| Permission | Admin | Account Mgr | Project Mgr | User |
|---|---|---|---|---|
| Task Board, Calendar & Task List | ||||
| Search (PRO) | ||||
| Quotes | ||||
| Jobs | ||||
| - Notes | ||||
| - Files | ||||
| - Artwork Approvals | ||||
| - Job Costing | ||||
| - Purchase Orders | ||||
| Invoices | ||||
| Emails | ||||
| Customers | ||||
| Vendors | ||||
| Quickbooks | ||||
| Administration |