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Access Groups Set: Account Settings

 

This access group set allows you to control how users can interact with account settings for roles, rate cards, and project groups. accountsettings_edit_copy.png

Account Settings

In this section, you can select specific permissions that control what members can do within the account settings.

account_settings_set.png

Rate Cards

When the following permission boxes are checked, members can:

  • Create rate cards
  • Edit rate cards
  • View rate cards
  • Delete rate cards
  • Select rate cards—Members can select a rate card to use for a new project or estimate, otherwise the system will automatically select the default rate card.

Project Group Rate Cards

When the following boxes are checked, members can:

  • Delete rate cards for their project groups
  • Edit rate cards for their project groups
  • Select rate cards for their project groups—Members can select a rate card to use for their project groups; otherwise the system will automatically select the default rate card.
  • View rate cards for their project groups

Project Group Rate Cards

When the following permission box is checked, members can:

  • Manage roles

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