Advanced Permissions
'Start' -> click 'Carmel Vision' -> click 'InfoFlo' -> click 'Configure InfoFlo Server'****(If you are running Windows 8 and up just do a search for 'Activation' to find the activation wizard)
'Yes' if prompted 'Do you want to allow the following program to make changes to this computer?'.
'Role List' to view a list of user types.
'Admin' 'Contributor' 'Editor' 'Reader' with the option to create additional roles:
*Note*
Entities= Category, Contact, Company, Project
Items= Email, Document, calendar, note, Task, Opportunity/Sale, Estimate/invoice