User Roles: User Roles Overview 20 User Roles User Roles Overview Once you establish your Company Policy, you can start creating user roles. User roles are the restrictions placed to shape a user’s privileges, depending on the responsibilities a user has. Some users may have the ability to draft a transaction, while others can approve it. User roles must fit within the Company Policy and cannot exceed it. A B C In the menu, select the Commercial tab, then click User Roles. A. You can use the search bar to find specific user roles. B. Click the icon next to the appropriate column to sort user roles by name, description or users. C. The number under the Users column indicates how many users are assigned to this role. Click the number to see who is assigned to a specific role.
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