When working on an application with an extensive feature set, such as D-Tools Cloud, you need to be able to assign user access based on their role in your business. This way, you don't have to expose everything happening in your business while protecting sensitive information.

Cloud has robust Access Control features in "Access Permissions" and "User Groups" to help you assign Role-Based access to users. Both these features are available under "Settings > Account > Users & Permissions."

Access permissions let you restrict a user's access to specific parts of the D-Tools Cloud application. Cloud has granular-level permissions for managing access to the catalog, opportunities, projects, services, and other functionality.

Each of these permissions can be turned ON or OFF at the user or user group level.

Click a user to view the permissions assigned to them. To see what the permission is for, hover over the info icon of the permission.

For the "View opportunities" and "View projects" permissions, you can select "All," "Mine," or "None."

A user group is a specific set of access permissions saved for future use. Cloud comes with two built-in user groups: Administrator and User. The Administrator group has access to all parts of Cloud. The User group has access to all Project Management functionality but is restricted from accessing other parts of the Cloud.

Cloud also provides 4 sample user groups with preset permissions: Accounting (Sample User Group), Inventory (Sample User Group), Project Manager (Sample User Group), and Sales (Sample User Group).

You can also create custom user groups in Cloud by assigning tailored permissions aligned with the users' roles.

When you add a new user to Cloud, you can assign them to a built-in, sample, or custom group, and they inherit the permissions assigned to that group.

If you want to see which user group the user belongs to, see the "Group" column.