Grant or Deny access for a team member to any part of the system.
Grant or Deny access for a team member to any part of the system.
As the Team Leader or Account Owner you have complete control of what your Team Members can and cannot do in the system. Go to Settings, Account Settings, and then Team Settings.
Let’s look at Margaret’s permissions… You can easily change any of these permissions and they will take effect immediately. Don’t forget to hit save on this screen to save your changes.
AllClients provides simple contact management and marketing automation in one, easy-to-use system.
AllClients provides simple contact management and marketing automation in one, easy-to-use system.