Access Permissions

There are 3 User Access Levels:

  1. Administrators - These users have access to Everything

  2. Sales Coordinators - Access to everything apart from Settings. These users can download reports and customer data.

  3. Team Members - have access to all info within Exsalerate, but can only download their Own Sales Reports, they cannot download Customer Lists or Company Data. 

To change or add Access Permissions - go to Settings and click Manage Users.

Click on the User name and choose the level of access you wish to grant based on the above criteria.

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