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 drop-down.
2
Click on the user whom you wish to update.

3
In the Permissions tab, select the appropriate check-boxes to assign one or more specific privileges to a User. The following are user privileges to which you can give access:   

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
4
Click Save to submit changes.


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.
  • 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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