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. Hover over the Profile Picture Menu in the top right and choose My Team.


2. Select Manage Team Settings.


3.Click the name of the user you want to update.


4. 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.


5. Save your changes.