Roles & Permissions

Roles let you decide which parts of Novasis users can see and what they are allowed to do.

For example, a sales user may be able to work with customers and quotes without having access to finance information.

Create a Role

When creating a role, define its name, description, and user type. Then choose which areas and actions should be available to that role.

Set Permissions

Depending on your needs, you can control whether a role can:

• View records,
• Create new records,
• Edit or delete records,
• Access specific groups of records,
• Read or change specific fields when more detailed control is needed.

Important: Organization Owner is the main administrator role for the organization. Other roles can be configured separately for different responsibilities.