User permissions are a great way to limit your client's access to certain features/areas.
"Only Assigned Data" is a great way to limit salespeople from seeing each other's leads, opportunities, conversations
Limiting user access to only assigned data in the subaccount will constrain their activity and capabilities.
This implies that users will exclusively view or have access to the information they own.
Users will see only their assigned contacts and the corresponding conversations.
Users can view the campaign and its content but won't have the ability to edit it.
Users will only observe their assigned calendar and appointed meetings.
Users will exclusively access their assigned opportunities in the pipeline.
Therefore, toggling the "only assigned data" feature will restrict user access to these functionalities.
Locate the team member you'd like to set user permissions of
Click the Action button (Pencil icon) next to the user's name
Choose "Roles & Permissions"
Click on the corresponding checkboxes and sliders for the permissions you want to set for that user.
Click Save after
