Adding Company Users & Permissions

How to add new company users and set permission levels

Ryan Mattock avatar
Written by Ryan Mattock
Updated over a week ago

You can add additional team members to your account and give various permissions by clicking on the 'Company Users' tab in your dashboard.

Click on + New User to add a new company user and tick the options depending on the level of permissions you wish to grant that person access to.

  • Admins - can do everything a Company user could do before, as well as toggle the admin status of other users in their Company.

  • Non-admins - Are unable to edit, delete, publish or unpublish the sales opportunity. They also can not edit the company profile or perform any invoice or contract related actions.

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