Two new roles for salespeople
Two new roles for salespeople26 February 2021
We’ve just added two new roles allowing you to assign users as salespeople.
The “Sales” role allows the user to manage their own quotes and the “Advanced Sales” role allows them to manage all quotes and estimates. These two roles do not give the user access to the company’s invoices.
At the same time, we’ve added a table comparing the different roles and their permissions for when you add or modify a user.