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|
- 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.