Editing a user's permissions

If you'd like to change a user's permissions on your account, head over to your User management options and click the name of the user you'd like to edit.

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You can edit the user's name and email address. Editing the email address will not send a new invitation, it will only update the address used to log into the account.

• Role - a user can be promoted to Manager-level, or demoted to User-level with this option.

• Administrative privileges - select or deselect the Administrative privileges add or remove administrative rights of the user.

• Contact access (User-level only) - you can change the user's contact access here, allowing the user to view only their own or all contacts in the account.

• Prospect and Customer access (User-level only) - this will determine if a user can see Contacts who have a Deal attached to them. A Prospect is a Contact with an Active Deal, and a Customer is a Contact with a Closed Deal

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Click Save to save your changes, or Cancel to dismiss them.