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.
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.