How to change user privileges?
If you are an Account Owner or Administrator, you have the authority to change the privileges of a user. There are 3 types of users in OnePageCRM, see more here.
To change a users privileges
|View Activity page||Create and edit reports|
|View Pipeline page||Add / Edit deal items|
|Delete contacts||Own private contacts|
|Edit own targets||Export contacts and deals|
|Bulk update Contact Owner||Bulk update Status|
|Export contacts (and deals) in bulk||Delete deals|
- Only Administrators and Account holders can enable and disable 'Bulk update Status ' and 'Bulk update Contact Owner' privileges for users.
- The sales targets are part of the Pipeline page, so they can edit their own Targets privilege option can only be selected together with the can see the Pipeline page option.
- If you wish to grant full access to the user, select the Administrator option from the drop-down instead of User.