Manage Roles

Managing Roles Available to Your business

Profit Navigator uses a authorization system called Access Control Lists. This system is designed to provide the highest flexibility in restricting access to your business' financial data. As an Alliance Partner or Business Owner you have the right to create any new role you wish and provide Create, Read, Update, Delete, User or Facilitator permissions for these roles.

Certain core roles are already available to you if you do not wish to manage unique roles for your business and in fact, there are special permissions that can not be granted to roles that you create for certain core roles. These core roles are:

• Guest
• System Admin (Special Permissions)
• Alliance Partner (Special Permissions)
• Business Owner (Special Permissions)
• Editor
• Authorized User
• Sales Manager (Special Permissions)
• Sales Associate (Special Permissions)
• Direct Reports
• Alliance Member (Special Permissions)
• Alliance Facilitator (Special Permissions)

Each of these roles are defined by the Core system and are not editable. However, you may assign these roles to members of your business.