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

1
Go to the  gear icon → click  Users and Billing from the dropdown.
2
Click on the user whom you wish to update.

3
In the Edit team member's details pop-up window, select the appropriate check-boxes to assign one or more specific privileges to a User. The following are user privileges from which you can give access to. 
  • View Activity page
  • Create and edit reports
  • View Pipeline page
  • Edit own targets
  • Add / Edit deal items
  • Export contacts and deals
  • Delete contacts
  • Own private contacts
  • Bulk update Status
  • Bulk update Contact Owner

4
Click Save to submit changes.  Note: If you wish to grant full access to the user → select the  Administrator option from the dropdown.

NOTES

  • 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.

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