About User Permissions
- You can view and edit users in your account via the new ‘Users’ tab in account settings
- Only Owners and Admins can edit the roles for users within their account
- You will still need to be added and deleted by Customer Success (for now)
- There are 4 roles available for users to select: Owner, Admin, Standard and Restricted
1 - Owner
2 - Admin
Users who have been enabled as a "Admin" role will be unable to manage owners.
3 - Standard
Users who have been enabled as a "Standard" role cannot manage users and owners.
4 - Restricted Users
Users who have been enabled as a "restricted" role cannot export data, manage users and owners, or access sales data.
How to edit a user
- Click Account Settings > go to the Users tab
- Next to the user you want to edit, click : Edit
- Choose the user role
- Then click Confirm to save any changes
Still need help?
Contact us at [email protected]
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