How to Manage a User’s Access
21st Feb, 2023

February 21, 2023 By Sharad Mehta Comments are Off
1. Go to the right sidebar menu. Click on Manage User.
2. Click edit ( ) icon.
3. Go to the Roles & Markets tab.
4. Go to the Campaigns tab, switch toggles on or off to Add to Campaign to have access to the General Market.
5. Go to the Access Permissions tab, switch toggles to on or off, or tick among choices to grant access permissions to the user. Access Permissions that can be granted to each user are the following:
Below are the modules that can be accessed on the left sidebar menu:
i. Data
ii. Marketing
iii. Properties
iv. Activity
v. Contacts
vi. General
vii. Financials
viii. Other (can be accessed in the right sidebar menu).
Example: Custom Questions.
6. Click Save.
END.
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Address:
8410 Kennedy Avenue
Highland, IN 46322
Text Us:
(619) 786-3482
Email:
support@REsimpli.com
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