General Owner Settings
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  2. General Owner Settings

How do I give users access to DirectDesign/the ability to edit the proposal design?

Admin/Owner Feature Only

When creating new users, on the “Create User” page under “additional roles”, add the “Sr Rep - DirectDesign'” Role.

If it is an existing user, search for the user you want to adjust & under the “additional roles” add the “Sr Rep - DIY Editing” Role.