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.

Click on your User profileUsers and Billing.
Under Billing, click on the user whom you wish to update.

In the Permissions tab, select the appropriate check-boxes to assign one or more specific permissions for a User. The following are user permissions to which you can give access:   

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
Click Save to submit changes.


  • 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.

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