---
title: How to Set User Permissions
description: "**Objective**: In this video and/or step by step walkthrough, you'll learn how to set user roles and permissions [https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/5.-How-to-Set-User-Permissions.mp4](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/5.-How-to-Set-User-Permissions.mp4) #### Login to the VECTOR Administrative Portal Type: https://admin.edgeestimator.com or go to the VECTOR administration by clicking: https://admin.edgeestimator.com ![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/login1-1.jpg) Tip: You…"
url: "https://vectortakeoff.com/support/knowledgebase/how-to-set-user-permissions/"
updated: "2022-05-12"
category: Getting Started
tags:
  - administration
  - permissions
  - set permissions
  - user permissions
  - user roles
---

# How to Set User Permissions

**Objective**: In this video and/or step by step walkthrough, you'll learn how to set user roles and permissions

      [https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/5.-How-to-Set-User-Permissions.mp4](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/5.-How-to-Set-User-Permissions.mp4)

#### Login to the VECTOR Administrative Portal

Type: https://admin.edgeestimator.com or go to the VECTOR administration by clicking: https://admin.edgeestimator.com

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/login1-1.jpg)

Tip: You will need the proper administrative privileges to be able to add, edit or delete roles inside of your organization.

#### View Roles Manager

Click the **Admin** drop-down, click **Roles Manager**

There will be three available roles on the screen, but for purposes of this tutorial we will focus only on **VECTOR**.

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot_13-e1638979244977.jpg)

#### View Different Permissions

Click the **Edit** button, and the **Edit Role Information** window will pop up on your screen.

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot_15-e1638979997530.jpg)

The **Portal** tab represents actions on all the major screens of the application.

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-08T134309.477-e1638989070445.png)

The **Database** tab will focus on screens that specifically deal with database information.

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-08T134720.645.png)

For each screen, you have two available permissions; **Manage** or **View**. By default, both will be enabled for all screens.

To exit out of the role information window, click **Close** or **Save**.

#### **Create a new Vector Role with Permissions**

Click **Add New Role** button

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-08T113254.880-e1638981224218.png)

Type a **Name** for the new Role, then add a **Description**

From the **Application Type** drop down, select **VECTOR**, then click **Add**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot_18-e1638981642954.jpg)

#### **Setting Permissions**

Click **Edit**, then click the toggle button under the **View** column to enable or disable viewing

Click **Save** to exit

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot_19-1-e1638982014666.jpg)

#### **Assign a Role to a VECTOR User**

Click **Admin**, then **Users Manager**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/admin.edgeestimator.com_Users_Index_e8dc5de6-eb51-ec11-9103-ac1f6b0a9f7d-2.png)

Locate the User you would like to assign a Role to

Click **Actions**, then **Edit**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot_20-e1638983318447.jpg)

Click **Security**, then click the **VECTOR Role** drop down

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot_21.jpg)

Tip: If a user with no Vector Role tries to access a screen of the application, they will receive an error message because they lack the permission or privileges to access the page.

#### **Assign a View Only Role**

Click **Admin**, then **Users Manager**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot_13-e1638979244977.jpg)

Click **Actions**, then **Edit**

In the **VECTOR Role** drop down, select the **View Only Role**, then click **Save**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot_22.jpg)

Tip: If the user attempts to create a new bid, a message (shown below) will appear informing them that they lack privileges for this action. This is because in the role assigned to this user the permissions only enabled **Viewing**.

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-08T121958.257.png)

#### **Assign Admin Role with Manager Permissions**

Click **Actions**, then **Edit**

Click **Security**

Under **VECTOR Role**, select **VECTOR Admin Role**

Click **Save**

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-08T122211.192.png)

The user should now see the **New Bid Preparation button**, and be able to create a bid.

![](https://vectortakeostg.wpenginepowered.com/wp-content/uploads/2021/12/Screenshot-2021-12-08T122344.910.png)

This is just one example of an action on one screen but the concept applies all throughout the VECTOR application.

For information on creating roles for any of our other applications, please reach out to our support staff or check the knowledge base for the application you're looking for.

####