Role Based Permissions

A role is a defined access configuration. In order to set up and manage user access to your JCurve account, you need to set up roles that can be assigned to users. Roles include sets of permissions for viewing and/or editing data. Roles and their permissions determine the pages that users can see in the JCurve interface and the tasks that they can complete.

Standard Roles - JCurve provides many standard roles with predefined permissions. Most of these roles map to common employee positions, such as Accountant and Sales Rep. Standard roles also are available for vendors, partners, and customers who have account access. For more information, see Standard Roles Permissions Table.
Custom Roles - Standard roles cannot be modified, so it is a good idea to use these roles as templates to create your own customized roles that you assign to users in your account. The process for customizing a standard role is easier than creating a new role from scratch. If you assign custom roles rather than standard roles to users, you can make permission changes to users’ assigned roles as needed. The ability to modify a role without having to change multiple users’ role assignments simplifies maintenance.