User Account Role Definitions

Explanation of the Settings available when setting up User Accounts.

Below is a breakdown of what each setting is in the Role Definitions on the Settings - User Accounts page along with recommended settings for the most common roles.  To see the images below in a larger format, right click on the image and select to open the image in a new browser tab. 

Owner Role Definition

Partner Role

Office Administrator (main Office Managers)

Staff

Restricted Staff

Consultant