Setting User Roles

Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create proposals, manage your sales funnel, win and retain top customers. To read more about this exciting change, click here.

This article will walk you through setting user roles in SalesManager, formerly known as NorthBoundary.

1. On the sidebar, click on User Mgmt.
2. Click on the name of the user you want to update the role for.
3. Click on the Role dropdown arrow
4. Select which Role you want to apply to this user.
5. Click Save.