How to change user privileges?
The Account Owner or Administrators of the account have the authority to change the privileges of a user. There are three types of users in OnePageCRM, see more here.
Change a users privileges
|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' 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.