Understanding User Roles: Strategic Access Control
Eturnity provides three distinct user roles that allow you to control access to projects, component library management, and company settings. This role-based system enables you to maintain data security while ensuring each team member has the appropriate access level for their responsibilities.
Business Impact: Proper role assignment reduces the risk of accidental data changes, streamlines workflows by showing only relevant information, and ensures sensitive pricing data is protected while maintaining operational efficiency.
User Roles Permissions Overview
Permission | Administrator | Project Manager | User |
Project Access | All projects | All projects | Only assigned projects |
Project Creation | ✅ Full access | ✅ Full access | ✅ Full access |
Quote Generation & Documents | ✅ Full access | ✅ Full access | ✅ Full access |
Component Library - Viewing | ✅ All components and pricing | ✅ All components and sales price | ✅ Components but no pricing |
Component Library - Editing | ✅ Add, edit, archive components | ❌ View only | ❌ View only |
Pricing Management | ✅ Set cost price, markup, margin | ❌ Cannot modify pricing | ❌ Cannot see or modify pricing |
Company Settings | ✅ All settings | ❌ No access | ❌ No access |
Project Assignment | ✅ Can assign users to projects | ✅ Can assign users to projects | ❌ Cannot assign others |
Best Suited For | Business owners, IT managers, System administrators | Team leaders, Sales managers, Department supervisors | Sales representatives, Technicians, Individual contributors |
Key Insight: The main difference between Project Manager and User roles is project visibility scope. Project Managers see all company projects while Users only see their assigned projects. Both roles have identical access to design tools and quote generation, but Users cannot see component pricing information.
Security Note: Limit Administrator roles to essential personnel only. Most team members should be assigned Project Manager or User roles to maintain data security and prevent accidental system changes.
Adding New Users: Step-by-Step Process
New user accounts must be requested through Eturnity support to ensure proper license management and security verification.
Required Information
Send an email to support@eturnity.com with the following details:
User Role: Specify Administrator, Project Manager, or User
Full Name: First and last name for account setup
Business Email: Professional email address for login and notifications
Phone Number: Contact number for account verification and support
Efficiency Tip: Submit multiple user requests in a single email to streamline the process and reduce administrative overhead.
Support Contact: For questions about user roles or to request new accounts, contact support@eturnity.com with your specific requirements and current license information.