The system supports two User Roles: Admin and Consultant.
If later you would like to change your user's Role you can do so by simply editing the profile in your Office app.
Admin User:
Has access to Office
Can see price breakdowns including profit, labor & material cost, and equipment costs
Can access all proposals across the company
Can assign proposals to other users
Can set up permissions to Adjust Total Investment for any user
Can set up permissions to Mark/Unmark Lost for any user
Consultant User:
Cannot access Office
Cannot Assign consultations
Cannot see price breakdowns
Can only access their own consultations, unless additional permission to "view all consultations" is activated. Read more here.