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. Select the access type for the user. You can choose from Full access or Limited access (see Understanding access levels and privileges).
4. 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).
   • Click Deactivate user to deactivate them (see deactivating a user).
   • Click Delete user to delete them (see deleting a user).
5. Click Save. The user permissions are updated.