To customize access settings for specific system roles, go to the System Management > General > Project Settings section, and select the “Global” tab and the “Access Settings” subtab. Only users with the Global Admin role have access to view and configure Access Settings, while only users with the Support role have access to view the Access Settings page.
The Component Access Settings tab allows you to restrict access to system components for specific system roles.
To customize the Component Access Settings, find the role in the list and select the required Component from the dropdown list. Click the “Save” button to apply the changes.
Note: The Component Access Settings on the user level override the Project settings.
User restrictions
To customize the Component Access Settings for a specific user, go to the System Users > User Management > Employees section. When creating (click the “Create New User” button) or editing (click the “Edit” button) a user, select components in the ”Available Components” dropdown list accordingly.
Publisher restrictions
To customize the Component Access Settings for a specific publisher, go to the Publisher Management > Publisher section. Click the “Edit” button and select components in the “Available Components” dropdown list accordingly.
Buyer restrictions
To customize the Component Access Settings for a specific buyer, go to the System Users > Buyer Settings > Buyer Representative section. Click the “Edit” button and select components in the ”Available Components” dropdown list accordingly.