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ClientManagerBlazor · How To · extracted from source, not guessed

Manage Roles & Permissions

Controls which side-menu items (and which of their tabs) each role can see and reach — a role with no access to something won't see it in the menu, and can't reach it directly by URL either.

Why this guide matters for the others: Custom Fields, Tab Order, and Document Header/Footer are all admin screens reachable only through side-menu items this page controls access to. If a role can't see "Site Settings" or "Custom Fields" in the menu, it's because of a setting made here — check this first if a How-To elsewhere in this series doesn't seem to match what someone can actually see.
1

Go to Site Settings → Roles & Permissions

Side menu → Site Admin → Site Settings → the Users tab has a link to Roles & Permissions, or go directly to /site-settings/roles.

Worth knowing: only Administrators can even open this page — anyone else sees a plain "Only Administrators can manage roles and permissions" notice instead.
2

Pick a role

The left column lists every role at your site, each with a badge showing how many users currently have it. Click one to load its access settings on the right.

3

Check the side-menu items this role can see

The main checkbox grid is organized by the same categories as the real side menu (Sales and Marketing, Customer Relationship, Project Management, etc.) — check an item to grant that role access to it.

4

Below that: which tabs on each entity

A second grid controls access at the tab level — e.g. a role might be able to open Projects but not see the Vendor Quotes & POs tab on them.

Worth knowing: a tab checkbox only matters if the role already has access to the entity itself above. Unchecking a tab here just hides that one tab — it doesn't grant access to the entity if the item above isn't checked.
!

Administrators role is special

The Administrators role always has full access to everything, and can't be renamed or deactivated. Its checkbox grid is deliberately different — instead of the full menu, it only shows a handful of items:

  • Query Builder
  • Franchise Dashboard
  • QuickBooks Setup
  • QuickBooks Item Mapping
  • QuickBooks Sync

These are the deliberate exceptions — they need an explicit grant even for Administrators, since they're powerful/sensitive enough that "every admin automatically has this" wasn't the right default.

5

Save

Click Save. Applies immediately to everyone with that role.

6

Creating, renaming, or deactivating a role

New Role (top of the role list) creates one with no access yet — check the boxes you want, then Save. Rename and Deactivate appear once a non-Administrators role is selected.

Worth knowing: Deactivate is blocked if anyone still has that role — you'll see a message asking you to reassign those users first, from Site Settings → Users, before the role can be deactivated.