How to change user permissions
The Account Owner or Administrators of the account have the authority to change the permissions of a user. There are three types of users in OnePageCRM, see more here.
Delete contacts | Own private contacts |
Export contacts (and deals) in bulk |
Save to Google Contacts |
Download vCard | Delete deals |
View Pipeline page | Edit own targets |
Add / Edit deal items | View Activity page |
Create and edit reports | Bulk update Status |
Bulk update Contact Owner | Allow full (two-way) email sync |
Add/Edit/Delete Autoflows |
NOTES
- Only Administrators and Account holders can enable and disable 'Bulk update Status ' and 'Bulk update Contact Owner' permissions for users.
- The sales targets are part of the Pipeline page, so only if they have access to the Pipeline page can then be given the option to edit their own Targets.
- If you wish to grant full access to the user, select the Administrator option from the drop-down instead of User.