Default Roles
Contract Product Manager – Full permissions for contracts and products.
Finance Manager – Full permissions for company financials.
Guest User – Restricted access to public URLs only.
Integration Manager – Full permissions for integrations.
Read Only – View-only access with no editing rights.
Super Admin – Full permissions across all features.
Editing a Role
Click Manage Roles in the menu.
Find the role to edit and click the three dots (⋮) under Actions.
Click Edit.
Modify:
Friendly Name
Description
Permissions (Company, Reports & Exports, Product Tracker, Contract Tracker, Expense Tracker)
Save your changes.