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Restricting Pricing Settings Based on User Role

  1. In MissionControl, tap into the Proposal Theme tab, then open the 'Pricing' dropdown.
    PropTheme_Pricing_GIF
  2. Default will apply to all roles that are not already included in role-specific pricing settings.
    PropTheme_Pricing_Default
  3. Click '+ Add Pricing by Role' to create role-specific pricing settings.
    PropTheme_Pricing_AddByRole
  4. Search and select the role(s) you would like to create specific settings for. 
    PropTheme_Pricing_PricingByRole_AddRoles_GIF

  5. Use the checkboxes and settings below to enable different functionalities for the selected roles. Click HERE to learn more about each functionality.
    PropTheme_Pricing_Features
  6. Preview & Save your changes in the bottom left!