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How to manage roles and permissions

When you add or edit a team member in GoProposal, you must assign a role. Roles define what users can access and do in the system.

Written by Russell Henderson

Default roles in GoProposal

There are two default roles:

  • Global Administrator: Full access to all features in GoProposal

  • Member: Can create and send proposals, view their own proposals, but can’t configure settings

📎NOTE: You can't edit default roles.

Create a custom role

  1. Click Account in the top-right corner.

  2. Select Manage Users.

  3. Click the Roles tab.

  4. Click Add New Role.

  5. Enter a Role Name.

  6. Select permissions for each section:

    • Dashboard

    • Proposals

    • Configuration

  7. Click Save Role.

You can now assign this role to a user.

Assign a role to a user

  1. In Manage Users, click the Users tab.

  2. Find the user and click Edit User.

  3. Under Role, select the role from the dropdown list.

  4. Click Update User.

See also

How to add or edit team member details

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