North America: 855.517.2193  Worldwide: +1.503.517.4293

User Roles

Admin users may review, add and update user roles for any user at “Settings” > "Users & Groups" on the "Users" tab. User roles determine which functions are available to each user when viewing records. Following are descriptions of each user role.
  • Admin
    Views, adds and edits users, groups, and lookups.
  • Editor
    Views, adds and edits records in assigned groups.
  • Reader
    Views records in assigned groups.
User Roles
  • Address
    10260 SW Greenburg Road, 4th floor Portland OR 97223
  • US Phone
  • Global Phone
    + 1.503.517.4293‬
  • Email
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