Setting Team Permissions

As the Team Leader or Account Owner you have complete control of what your Team Members can and cannot do in the system.

 

1. Go to Settings, Account Settings, Click the Team Settings Tab and then select the user you want to adjust the permissions for.

 

2. Allow the user to access the options by keeping the Grant option selected. If you do not want a user to have access, choose Deny.

* This is an example of the optional Permissions for an Administrator.

When you Deny, a user will not have any access to this option. For example, if you Deny access to Edit Contact, your user will not be able to update any of the Contact's information in the system.

 

3. Save your changes.

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