NextStage includes a robust role-based access control system. In other words, user permissions - such as if they can edit pipeline stages, delete opportunities, or create dashboards - are determined by their role.
By default, newly added users have “Member” permissions. In general, Members are able to update opportunity information and create/view reports as most team members would expect to be able to.
In general, only Admins can edit templates such as Pipeline stages, Opportunity custom fields, Scoring templates, and more. Additionally, in general, only Admins can permanently delete information, such as deleting an opportunity or a pipeline; normal users can archive opportunities, however.
Viewing and Managing User Permissions
You can view and manage user permissions on the Admin page. If you are an Admin, you can change user permissions by selecting a role from the dropdown next to the user’s name.
You can view all of the role types and their respective permissions by clicking the “View Roles” button on the top right.
Disabling User Accounts
Disabling a user's account will remove their access from your workspace.
Restricting Access to your workspace
After setting up accounts for your workspace, we recommend restricting access to your workspace by making it "Invite Only". This means that new users may only join your workspace through a secure invitation from an administrator. Invitations are single-use and are valid for 7 days after issue.
Deleting Users
Workspace administrators can remove users from the Admin Panel. To delete a user, click the delete button on the row of the user you'd like to remove.
When you delete the user, we'll:
Transfer ownership of all Saved Searches and Dashboards to you.
Notes and Events will all remain
Tasks will be unassigned
Invitations that originated from the user will be cancelled