Permissions: Administration
The permissions here relate to administration-level features for managing users, roles, proposal templates, etc.
| Feature | Access | Edit | Add | Delete |
|---|---|---|---|---|
| Proposal Templates | View, sort, and select templates on the Proposal Templates page. | Change the proposal settings in templates. | Create and copy templates. | Permanently delete proposal templates. |
| Additional Fields | View the Additional Fields settings. | Change the Additional Fields settings. | Not applicable. | Not applicable. |
| Users | View, sort, and select users on the Users page. | Change the role of existing users. | Not applicable. Users can only be created in Authorization Server Pro. To learn more, see the Authorization Server Pro Help. | Permanently delete users. |
| Roles | View, sort, and select roles on the Roles page. | Change the properties of roles, and disable or enable permissions. | Create and copy roles. | Permanently delete roles. |
| Access Tags | View, sort, and select tags on the Access Tags page. | Change the names and descriptions and access tags. | Create access tags. | Permanently delete access tags. |
| Active Sessions | View, sort, and select active sessions on the Active Sessions page. | Not applicable. | Not applicable. | Log users out of BOE Pro by ending active sessions on the Active Sessions page. |
| Report Text | View the Report Text settings. | Change the Report Text settings. | Not applicable. | Not applicable. |
| Company Data | View the Company Name setting. | Change the Company Name setting. | Not applicable. | Not applicable. |
| BOE Naming | View the BOE Name Template setting. | Change the BOE Name Template setting. | Not applicable. | Not applicable. |
| Resource ID Naming | View the Resource ID Template setting. | Change the Resource ID Naming setting. | Not applicable. | Not applicable. |
| ProPricer 9 Login Type | View the Login Type setting. | Change the Login Type setting. | Not applicable. | Not applicable. |
| Email Configuration | View the Receive sent email notifications setting. | Change the Receive sent email notifications settings. | Not applicable. | Not applicable. |
| Font Settings | View the Font settings. | Change the Font settings. | Not applicable. | Not applicable. |
| System Currency | View the system-level Currency settings. | Change the system-level Currency settings. | Not applicable. | Not applicable. |
| Running Processes | View the Running Processes page. | Not applicable. | Not applicable. | Cancel running processes. |
| External System Integration | View the External System Integration page. | Change the Properties, Fields, and Formatting settings of external system integrations. | Create external system integrations. | Permanently delete external system integrations. |
For assistance with BOE Pro, please visit the Deltek Support Center