.As you scale your business operations and require more Cloud user accounts, you may need a way to restrict user access based on their 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 for 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 and change orders and other permissions as needed. |
Order Management | All permissions related to managing the items Catalog and other permissions as needed. |
Service Delivery | All permissions related to managing service plans and service calls and other permissions as needed. |
To create a custom User group, go to "Settings > Accounts > Users & Permissions," and click "New user group" in the top-right corner. This will open the modal to create the group.
Set the permissions for the group in the Permissions tab and select the users in the Users tab. Click "Create" to save the group.
