CRM Users are members of your team that can access, utilize, and make changes to your CRM. If you would like to add or delete a user, you can do so from your Settings Overview dashboard.
To access your Settings Overview dashboard, select the App Bar drop-down in the top-left corner and select Settings.
On the Settings dashboard, select Users & Permissions on the left-hand sidebar, then click Invite User at the top of the page.
Invite a New User
Enter their email address and name. Choose from one of three account role levels: Owner, Manager, or Contributor. All user levels have full CRM access, but there are a few restrictions:
|Can View Private Tasks
|Can Edit Contact Filters
|Can Delete Contact Filters
Control Specific Permissions in the CRM
Determine if you want this user to have access to all Apps or if you want to delegate permissions specifically.
For the CRM, you have some options for what you want to give access to. This can be set by default for the role type selected, and you can also be more specific with different actions in the CRM.
To change the user permissions for specific CRM features:
- Uncheck Access to All Apps.
- Click the pencil icon next to CRM to edit CRM permissions
- Select the checkbox options for the actions you want to grant permission to this user to perform. Uncheck the options if you do not want to grant permission.
- Save the permissions, modify any other apps, then click Invite User.