How to Set and Manage User Permissions Brittnee
Learn even more here .
If you'd like to set or change user permissions, here's how! Scroll to the bottom for some tips and best practices!
Note: *A user with the role of System Admin or Administrator has the ability to make this change.*

go to Company Settings then select the People Tab

Select the gear icon next to the user whose permissions you'd like to change. Hit Update and that's it!
Now your team member has an updated security level!
We recommend considering each team member's title and assigning the appropriate level of permissions for them. For example, keep in mind that admins have full access to the system and have liberty to make changes to the system and change settings for other users. There should be at least 2 admins assigned for each company. This way, there is always a user available to access all areas of the system. Consider assigning the Senior Manager role to users with titles like VP or anyone who needs a birds eye view of the company but doesn’t necessarily need to execute a ton of administrative work.
We hope this helps you choose the best security level for each of your team member and makes your user experience that much easier!
System Admin
Projects
Can view all projects in system
Can create new project
Can edit after saved
Can delete project they created
Can delete project another user created
Companies
Can view all companies in system
Can create new company
Can edit after saved
Can delete companies they created
Can delete companies another user created
Contacts
Can view all contacts in system
Can create new contact
Can edit after saved
Can delete contacts they created
Can delete contacts another user created
Calendar
Can share view with all users
Can create new calendar item
Can add user
Can delete shared view
Company Settings
Can view all tabs
Access to People tab
Access to Codes Tab
Sales Behaviors tab
Dash Report tab
Integrations tabs
Project Folders
Data Import tab
Can set quotas
Project Custom Fields
Your Settings
User Profile Tab
Security tab
API tab
Integrations tab
Can delete user
Can add user
Project Management
Full Access
View Only
Reports
Can export all reports
Can export as excel
Can export for users who report to them
Administrative
Projects
Can view all projects in system
Can create new project
Can edit after saved
Can delete project they created
Can delete project another user created
Companies
Can view all companies in system
Can create new company
Can edit after saved
Can delete companies they created
Can delete companies another user created
Contacts
Can view all contacts in system
Can create new contact
Can edit after saved
Can delete contacts they created
Can delete contacts another user created
Calendar
Can share view with all users
Can create new calendar item
Can add user
Can delete shared view
Company Settings
Can view all tabs
Access to People tab
Access to Codes Tab
Sales Behaviors tab
Dash Report tab
Integrations tabs
Project Folders
Data Import tab
Can set quotas
Project Custom Fields
Your Settings
User Profile Tab
Security tab
Integrations tab
Can delete user
Can add user
Project Management
Full Access
View Only
Reports
Can export all reports
Can export as excel
Can export for users who report to them
Executive
Projects
Can view all projects in system
Can create new project
Can edit after saved
Can delete project another user created
Can delete project they created
Can delete project another user created
Companies
Can view all companies in system
Can create new company
Can edit after saved
Contacts
Can view all contacts in system
Can create new contact
Can edit after saved
Can delete contacts they created
Can delete contacts another user created
Calendar
Can share view with all users
Can create new calendar item
Can add user
Can delete shared view
Company Settings
Access to People tab
Integrations tabs
Can set quotas
Your Settings
User Profile Tab
Security tab
Integrations tab
Can add user
Project Management
Full Access
Reports
Can export all reports
Can export as excel
Can export for users who report to them
Senior Manager
Projects
Can view all projects in system
Can create new project
Can edit after saved
Can delete project they created
Can delete project another user created
Companies
Can view all companies in system
Can create new company
Can edit after saved
Contacts
Can view all contacts in system
Can create new contact
Can edit after saved
Can delete contacts they created
Can delete contacts another user created
Calendar
Can share view with all users
Can create new calendar item
Can add user
Can delete shared view
Company Settings
Your Settings
User Profile Tab
Security tab
Integrations tab
Can add user
Project Management
Full Access
View Only
Reports
Can export all reports
Manager
Projects
Can view all projects in system
Can create new project
Can edit after saved
Can delete project another user created
Companies
Can view all companies in system
Can create new company
Can edit after saved
Can delete companies they created
Can delete companies another user created
Contacts
Can view all contacts in system
Can create new contact
Can edit after saved
Can delete contacts they created
Can delete contacts another user created
Calendar
Can share view with all users
Can create new calendar item
Can add user
Can delete shared view
Company Settings
Your Settings
User Profile Tab
Security tab
Integrations tab
Can add user
Project Management
Full Access
View Only
Reports
Can export for users who report to them
Staff
Projects
Can create new project
Can edit after saved
Companies
Can view all companies in system
Can create new company
Can edit after saved
Can delete companies they created
Can delete companies another user created
Contacts
Can view all contacts in system
Can create new contact
Can edit after saved
Can delete contacts they created
Can delete contacts another user created
Calendar
Can share view with all users
Can create new calendar item
Can add user
Can delete shared view
Company Settings
Your Settings
User Profile Tab
Security tab
Integrations tab
Project Management
Full Access
View Only
Reports
View Only
Projects
Can create new project
Companies
Can view all companies in system
Contacts
Can view all contacts in system
Calendar
Can share view with all users
Can create new calendar item
Can add user
Can delete shared view
Company Settings
Can view all tabs
Access to People tab
Access to Codes Tab
Sales Behaviors tab
Dash Report tab
Integrations tabs
Project Folders
Data Import tab
Can set quotas
Project Custom Fields
Your Settings
User Profile Tab
Security tab
API tab
Integrations tab
Can delete user
Can add user
Project Management
View Only
Reports
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