As you scale your business operations and need more Cloud user accounts, you may need a way to restrict user access by role. For example, Salespeople see only opportunities, and Project Management sees only projects.
In this case, you will need custom user groups with relevant permissions. A typical example of custom user groups may be as follows:
Sales | All permissions related to managing opportunities and other permissions as needed. |
Project Management | All permissions related to managing projects, change orders, and other permissions as needed. |
Order Management | All permissions related to managing catalog items and any other permissions as needed. |
Service Delivery | All permissions related to managing service plans, service calls, and other permissions as needed. |
You can create as many custom user groups as needed on Cloud. If you want to use the sample user groups that come with preset permissions on Cloud, you can use them as well.
Check out this article for more details.
To create a custom user group:
1/ Go to "Settings > Accounts > Users & Permissions".
2/ Click "New user group" in the top-right corner. This will open the modal to create the group.
3/ Set group permissions under the Permissions tab, then select users under the Users tab.
4/ Click "Create" to save the group.
