Admins can create new roles or configure different permissions for different user levels here: https://app.dealmap.com/roles


The default access settings are below:



Permission

Admin

Manager

Accountant

Agent

Approve Deal
✔
NO
NO
NO
Approve Deal if Not Last Modified
✔
✔
✔
NO
Approve Payment
✔
✔
NO
NO
Approve Voucher
✔
NO
NO
NO
Approve Voucher If Not Last Modified
✔
✔
✔
NO
Create Contact
✔
✔
✔
✔
Create Deal
✔
✔
NO
✔
Create Payment
✔
✔
✔
NO
Create Payment for Deal
✔
NO
NO

Create Voucher
✔
✔
✔
NO
Manage Billing
NO
✔
NO
NO
Manage Chart of Accounts
✔
NO
✔
NO
Manage Contact and Agent
✔
✔
✔
NO
Manage Deal Template
✔
✔
✔
NO
Manage DealMap
✔
✔
✔
NO
Manage External Mapping
✔
NO
✔
NO
Manage External System
✔
NO
NO
NO
Manage Integration
✔
✔
✔
NO
Manage Org Settings
✔
NO
NO
NO
Manage Payment Types
✔
NO
NO
NO
Manage Security Roles
✔
NO
NO
NO
Manage Security Setup
✔
NO
NO
NO
Manage Tran Categories
✔
NO
✔
NO
Manage Users and User Roles
✔
NO
NO
NO
Manage Voucher Payment
✔
✔
✔
NO
Select Contact
✔
✔
✔
✔
Select Deal
✔
✔
✔
NO
Select Deal If Agent
✔
NO
NO

Upload Deals
✔
NO
✔
NO