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

    855.517.2193
  • Global Phone

    + 1.503.517.4293‬
  • Email

    This email address is being protected from spambots. You need JavaScript enabled to view it.