Account Level User Roles
Admins can change the role of a particular user by going to Settings > My Staff > Edit (pencil icon) > Scroll to and expand "User Roles"
Admin Permissions
Admins can apply granular permissions to their users. You may control the permissions at two levels.
Module: Toggle the module off to completely restrict access to the module.
Granular: Using checkboxes, you can set the permissions at a granular level.
User Permissions
User permissions are a great way to limit your client's access to certain features/areas.
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 can view the campaign and its content but won't have the ability to edit it.
Users will exclusively access their assigned opportunities in the pipeline.
Users will only observe their assigned calendar and appointed meetings.
