PD Suite manual

Roles

Every person belongs to one company, except the platform admin who can enter a company from the Companies screen.

RoleWhat they can do
Platform adminSee every company and open one. No home company until they enter a workspace.
Company adminDesign, edit the price book, setbacks, branding, and people.
SalespersonDesign, estimate, and print. Catalog costs and branding stay with the company admin.