Adding Permissions/Roles to a Proposal
How can someone else view or add information to the record I started?
At times, the need may arise to grant other people roles on a proposal during its creation. It may be that people from different departments will collaborate on the creation of a Proposal record.
from the permissions tab
TO ADD A USER
- Choose the desired role from the dropdown in the Roles dropdown menu.
- Click on the Assign Roles button and then verify the individual has been added to the appropriate list.
To delete a user:
- Click on the delete icon next to the individual that should be deleted.
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