Editing user access permissions in Sell

You can change the permissions for a user, to provide more control over the data they can access.

With Enterprise and Elite plans, if you create a user hierarchy, you can choose to specify more granular access or you can create custom roles to define permissions that can be applied to multiple users.

Note: Inform the user before you edit their permissions, because any changes you make could restrict access to previously-accessed records. Sell doesn't send a notification to the user when permissions are changed.

To edit a user's profile (for example, name, email, or password), see Editing a user profile in Sell.

You need admin rights to work with users.

To edit user access permissions

1. Click the Settings icon (), then select Manage > Users.
2. Click the name of the user you want to edit.

   

3. This step differs depending on the plan you are on.
   For Team and Professional plans:
   Select the access type for the user. You can choose from Full access or Limited access, (see Understanding access levels and privileges).
   
   
   1. You can set the following additional access:
      • Contacts (visible if you selected Limited access): select whether the user can view and update all contacts in the account or only their own contacts.
      • Prospects and customers (visible if you selected Limited access): select whether the user can view and update all prospects and customers in the account or only their own prospects and customers. A prospect is a contact with an active deal, and a customer is a contact with a closed deal.
      • Admin permissions: check the box to grant the user full administrative privileges, (see Managing user permissions).
   2. Click Deactivate user to deactivate them, (see deactivating a user).
   3. Click Delete user to delete them, (see deleting a user).
   4. Click Save. The user permissions are updated.

For Enterprise and Elite plans
Ensure you have advanced permissions enabled, then:

1. Select a role. You'll see one or more roles here if you've set up custom roles.
2. Configure permissions: if you select a role, this section is hidden. This is because you specify permissions in the role. If you have not selected a role, you can specify at a granular level the view, create, update, reassignment, and delete permissions that your user has when working with contacts, leads, and deals, (see creating a user in Sell for a full list of permissions).
3. Admin permissions: check the box to grant the user full administrative privileges, (see Managing user permissions).
4. Click Save. The user permissions are updated.