In this article
Getting Started
User permissions in Shaker allow you to edit the team member's information and grant or limit access to any Shaker functionality/information you deem necessary.
Things to know
Only admins have the capability to limit your team members' access to certain settings.
A user's permission level does not affect their ability to edit a deal they are a part of.
Billing Permissions are granted to the Owner/Admin. By default, this is the first user in Shaker. To request changes to your account billing permissions submit a request.
How to edit user permissions
To start, you will need to go to Settings > Collaborators
Hover over the team member you want to be provisioned and click the
edit icon
Make the necessary changes to permissions and save.
This video walks through how to provision account capabilities for your team.
What each permission setting means
Action | Required Settings Permission Level |
Add/edit/remove team members | Full |
Add/edit/remove vendors | Limited |
Add/edit/remove roles | Full |
Add/edit/remove deal stages | Full |
Add/edit/remove timeline | Full |
Add/edit/remove custom fields | Full |
Add/edit/remove message templates | Limited |
Add/edit/remove workflows | Limited |
Add/edit/remove integrations | Limited |
View any of the above | None |