Company User Roles

Overview


You can assign roles for each company user. This will allow a better distribution of tools to perform required tasks along with a secure and controlled access to data that Komet Sales has. A single user can have multiple roles at one time depending on his/her job role in the company. Here are brief descriptions of the available user roles and the Komet Sales tabs they can access.

What are the system roles?


Here is a detailed explanation of the system tabs available for each role:



Assigning roles to company users

To assign or edit the roles of your company users please look at the following instructions:


To enable additional options or limitations click on the Options Tab and check any that will apply. Read Setup Company Users & User Options for further information.

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